Weatherly Asset Management

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Client assets under management

$1,623,387,720

Clients

371

76% high-net worth

Advisors

of 16 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$4,375,708

About

Weatherly Asset Management serves individual and institutional clients — including trusts, retirement plans, charitable organizations and small businesses — with discretionary portfolio management and comprehensive financial planning. The firm manages roughly $1.68 billion in client assets across a multi-advisor team and also provides retirement-plan consulting and family-office style services on a bespoke basis.

Investment decisions combine a top-down macroeconomic view with bottom-up fundamental research, emphasizing mid- to large-cap core equities and high-quality, intermediate-maturity fixed income, with selective use of ETFs and no‑load mutual funds. Portfolios are managed by an investment committee and team-based workflow, with daily monitoring and regular client communications including quarterly performance reports.

Distinctive features include a minority ownership interest in the parent of National Advisors Trust Company, to which the firm may refer clients for trust services (a relationship the brochure discloses as a potential conflict of interest). The firm also publishes a monthly blog and a quarterly newsletter called the “Weather(ly) Report,” and participates in a broker referral program through a major custodian, which generates client referrals under a documented solicitor arrangement.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Cash flow / budgeting

Occupation focus

Retired Self-Employed Founder/Business Owner

Fee options

Fixed

Fixed fees may be charged for specially designed comprehensive family office services.

Percentage

$0 - $5,000,000: 1.00% (equity securities) $5,000,001 - $10,000,000: 0.875% (equity securities) $10,000,001 - $15,000,000: 0.75% (equity securities) $15,000,001+: 0.50% (equity securities) $0 - $10,000,000: 0.50% (fixed income securities) $10,000,001 - $50,000,000: 0.30% (fixed income securities) $50,000,001 - $100,000,000: 0.20% (fixed income securities) $100,000,001+: 0.15% (fixed income securities) $0 - $25,000,000: 0.20% (cash and corporate cash accounts with significant liquidity needs) $25,000,001 - $50,000,000: 0.15% (cash and corporate cash accounts with significant liquidity needs) $50,000,001+: 0.10% (cash and corporate cash accounts with significant liquidity needs) $0 - $2,000,000: 0.50% (retirement plan assets) $2,000,001 - $5,000,000: 0.40% (retirement plan assets) $5,000,001+: 0.30% (retirement plan assets)

Other

Account minimum: $1,500,000 Minimum fee: Minimum fee for Assets Under Management is $2,500 per quarter (billed in advance), equating to $10,000 annually. Fee-only: WAM is a fee-only wealth management firm with no commissions accepted.

Main office location

Weatherly Asset Management

832 Camino Del Mar, Suite 4

Del Mar CA 92014, United States

Number of offices

Most active in

Arizona · California · Florida · Illinois · Louisiana · Massachusetts · Nevada · New Hampshire · New York · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Trust company

They provide trust and estate administration services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 858-259-4507

Advisors at this firm

Aubrey B

CFP®, Series 66

Del Mar, CA

Weatherly Asset Management

Cash flow / budgeting Retired Self-Employed Founder/Business Owner

Sally E

Series 65

Del Mar, CA

Weatherly Asset Management

Cash flow / budgeting Retired Self-Employed Founder/Business Owner

Brooke K

CFP®, Series 65

Del Mar, CA

Weatherly Asset Management

Cash flow / budgeting Retired Self-Employed Founder/Business Owner

Martin R

CFA®, Series 65

Del Mar, CA

Weatherly Asset Management

Cash flow / budgeting Retired Self-Employed Founder/Business Owner

Chase H

CFP®, Series 65

Del Mar, CA

Weatherly Asset Management

Cash flow / budgeting Retired Self-Employed Founder/Business Owner

Andrea T

CFP®, Series 65

Del Mar, CA

Weatherly Asset Management

Cash flow / budgeting Retired Self-Employed Founder/Business Owner

Carolyn T

Series 63, Series 65

Del Mar, CA

Weatherly Asset Management

Cash flow / budgeting Retired Self-Employed Founder/Business Owner

Stone C

CFP®, Series 65

Del Mar, CA

Weatherly Asset Management

Cash flow / budgeting Retired Self-Employed Founder/Business Owner

Ryan R

CFP®, ChFC®, Series 66

Del Mar, CA

Weatherly Asset Management

Cash flow / budgeting Retired Self-Employed Founder/Business Owner

Brenton A

CFP®, Series 65

Del Mar, CA

Weatherly Asset Management

Cash flow / budgeting Retired Self-Employed Founder/Business Owner

Kelli B

CFP®, Series 65

Del Mar, CA

Weatherly Asset Management

Cash flow / budgeting Retired Self-Employed Founder/Business Owner

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