Happy Mother's Day! The WAM team thanks moms everywhere for their impact on our lives and communities. The Weatherly Team is here to help as we conduct business seamlessly and securely from our office and home offices (since 3/16/20). As an essential business, we continue to navigate dynamic local and state guidelines, consistently prioritizing the health of clients and our team. Our team is adapting to ongoing strategies for phasing back to the office. Calls continue to be routed appropriately to ensure your ability to connect with our team.

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Wealth Management Firms List – San Diego Business Journal May 2020

Del Mar, CA - June, 2020

San Diego Business Journal included Weatherly Asset Management in the 2020 listing of Wealth Management Firms, published on May 4, 2020. Placed among the best in San Diego County, WAM lands the 16th spot of 42 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 2019.

After receiving an email invitation from the Journal to participate in the list, Weatherly completed a brief online survey.  A third-party CPA was required to complete an attestation for total assets managed in 2019 and 2018. The Journal used the CPA attestation to verify Weatherly’s assets under management for FY 2019 and FY 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.  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.