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About Us

Wealth Management Firms List – San Diego Business Journal July 2019

Del Mar, CA - July, 2019

San Diego Business Journal included Weatherly Asset Management in the 2019 listing of Wealth Management Firms, published on July 8, 2019. Placed among the best in San Diego County, WAM lands the 16th spot of 30 firms in total.

Eligibility requirements to participate included being a registered investment adviser with either the Securities Exchange Commission or the California Department of Corporations.   The criteria by which Firms were ranked was based on assets managed in San Diego County for fiscal year 2018.

After receiving an email invitation from the Journal to participate in the list, Weatherly completed a brief online survey.  Weatherly’s CPA was required to complete an attestation for total assets managed in 2018.

It is not the intent of the list to endorse the participants nor to imply a firm’s size or numerical rank indicates its quality. There was no fee to participate in the list ranking, and Weatherly was not required to advertise in, or subscribe to, the San Diego Business Journal. After being included in the list, Weatherly paid the San Diego Business Journal $250 to be highlighted on the list.

No organizational memberships were required of the Firm or individuals.  Inclusion in the ranking is not representative of any one client’s experience and is not indicative of Weatherly’s future performance.  Past performance is not necessarily indicative of future results.  Weatherly is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising inclusion in this list.

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: http://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=106935

http://www.weatherlyassetmgt.com/adv/

 

If you would like to learn more, please contact:

Carolyn P. Taylor

858-259-4507

Carolyn@weatherlyassetmgt.com