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Code Waechter LLC

● SEC registered since 2020CRD 289372SEC# 801-119308Tampa, FL
Export (members)
Reg. AUM
$329.5M
Employees
6
Accounts
1,012
Location
Tampa, FL

Code Waechter LLC assets under management

Code Waechter LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2020. It reports $329.5 million in regulatory assets under management and employs 6 people.

Code Waechter LLC owners & executives

4 reported
NameTitleOwnershipSince
Code Waechter Holdings, LLC ControlOwnerOver 75%2022
Lauren Gail GretchenCcoUnder 5%2020
Jordan Patrick Code ControlOwner25-50%2022
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Frequently asked questions

How much does Code Waechter LLC manage?

Code Waechter LLC reports $329.5 million in regulatory assets under management on its Form ADV.

How many employees does Code Waechter LLC have?

Code Waechter LLC reports 6 employees.

Where is Code Waechter LLC located?

Code Waechter LLC is based in Tampa, FL and has been SEC-registered since 2020.

Does Code Waechter LLC disclose fund performance?

Code Waechter LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4890 W. Kennedy Blvd., Suite 680, Tampa, FL 33609
Phone813-287-8775
Fax813-281-5394
Office hours8 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$329.5M
Non-discretionary$0
Total (RAUM)$329.5M