| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenton Boyle Armstrong | Wealth Management Advisor, Partner | 5-10% | 2024 |
| Carolyn Person Taylor Control | Limited Partner, Chief Compliance Officer | 50-75% | 1994 |
| Kelli Marie Burger | Wealth Management Advisor, Partner | 5-10% | 2024 |
Weatherly Asset Management LP reports $1.5 billion in regulatory assets under management on its Form ADV.
Weatherly Asset Management LP reports 15 employees.
Weatherly Asset Management LP is based in Del Mar, CA and has been SEC-registered since 1995.
Weatherly Asset Management LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 832 Camino del Mar, Suite 4, Del Mar, CA 92014 |
| Phone | 858-259-4507 |
| Fax | 858-259-0782 |
| Office hours | 6:00a.m. - 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.49B |
| Non-discretionary | $12.3M |
| Total (RAUM) | $1.5B |