2025 InvestmentNews 5-Star Wealth Management Teams
Del Mar, CA - May, 2025
Weatherly Asset Management, L.P. was named a 5-star Wealth Management Team by InvestmentNews in their May 12th, 2025 issue. InvestmentNews honored the top wealth management firms in America that excelled in growing and retaining clients.
Investors across the country were invited to nominate their advisory teams – defined as groups consisting of four or more advisors – and highlight the standout services that distinguished these teams. Key areas of focus included 1.) meaningful contributions to clients and the financial industry; 2.) deep understanding of client needs; 3.) notable impact achieved over the past 12 months; and 4.) standout performance based on AUM as of 12/31/24 and team results.
The IN team carefully reviewed all nominations, evaluating how each advisory team made a significant difference for their clients and within the broader financial services industry.
Weatherly was not required to make payments or purchases to nominate, be nominated, be considered, or included on the list related to the award. No organizational memberships were required of the Firm or individuals. At the time of this disclosure, Weatherly has not made any payments related to the ranking or its associated marketing opportunities. The advertisement of nomination for the award is not representative of any one client’s experience and is not indicative of Weatherly’s future performance. Weatherly is not aware of any facts that would call into question the validity of the award, nominations for the award, or the appropriateness of related advertising.
About Weatherly Asset Management, L.P.
Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high-net-worth individuals, small businesses and institutional clients since inception of the Firm in 1994.
Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.
Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.
Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.
For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/
For information on our ADV filings and Compliance, please visit:
https://adviserinfo.sec.gov/firm/summary/106935
http://www.weatherlyassetmgt.com/adv/
If you would like to learn more, please contact:
Carolyn P. Taylor
858-259-4507
Carolyn@weatherlyassetmgt.com