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).

Current Firm Details

892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

https://www.facebook.com/pages/category/investment-management-company/wacker-wealth-partners-103024798369013/

By the Numbers

Total Assets Under Management

1,142

MILLION
Total Number of Accounts

723

ACCOUNTS
Average Account Value

$1,579,391

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, OR, WA

Financial Advisors at Wacker Wealth Partners, LLC

Showing 1 - 6 of 6 top financial advisors.

1

Norman D. McGill

CRD#: 5879422

892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

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.

2

Patrick C. O'hara

CRD#: 2446216

892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

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.

3

Joan C. Wenglikowski

CRD#: 5488497

892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

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.

4

Stuart Campbell

CRD#: 7231051

892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

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.

5

CRD#: 7834353

892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

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.

6

CRD#: 7340875

892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

Brynne Speizer (CRD# 7340875) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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