Wacker Wealth Partners, LLC
Wacker Wealth Partners, LLC (CRD# 145931) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $1,141,899,385 in 723 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management1,142MILLION
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Total Number of Accounts723ACCOUNTS
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Average Account Value$1,579,391
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, OR, WA
Ryan Caldwell (CRD# 5614149) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Megan Carden (CRD# 6758688) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Bryan Krill (CRD# 3115314) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has over 25 years of experience in the finance industry.
Norman McGill (CRD# 5879422) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has over 10 years of experience in the finance industry.
Patrick O'hara (CRD# 2446216) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has over 30 years of experience in the finance industry.
Joan Wenglikowski (CRD# 5488497) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Matthew Wilson (CRD# 4177033) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has over 23 years of experience in the finance industry.
Stuart Campbell (CRD# 7231051) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Emily Goodman (CRD# 7676224) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Ryan Hall (CRD# 7834353) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry.