Weatherly Asset Management

Weatherly Asset Management (CRD# 106935) is a financial advisory firm headquartered in Del Mar, CA. They manage $549,440,490 in 1,140 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    549
    MILLION
  • Total Number of Accounts
    1,140
    ACCOUNTS
  • Average Account Value
    $481,965
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NY, TX, WA

Financial Advisors at Weatherly Asset Management
Showing 1 - 8 of 8 top financial advisors.
1
Candise L. Holmlund, CFA, CFP, TEP
CRD#: 1319733
832 Camino Del Mar, Suite 4, Del Mar, CA 92014
101
Wealthminder
score

Candise Holmlund (CRD# 1319733) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 31 years of experience in the finance industry.  Candise is a Certified Financial Planner (CFP)® and is a Chartered Financial Analyst (CFA) charter holder, as well as a Trust and Estate Practitioner (TEP), a member of the CFA Institute, the Chartered Financial Analysts Society of San Diego, the Estate Planning Council of San Diego, North County Estate Planning Council, and the Financial Planning Association (FPA). Member of the Society of Trust and Estate Practitioners. Candise has been a panelist on Wealth Planning Forums and also serves as a Subject Matter Expert (SME) for the Certified Financial Planner Board of Standards (CFP Board).

2
Brenton B. Armstrong
CRD#: 5491179
832 Camino Del Mar, Suite 4, Del Mar, CA 92014
96
Wealthminder
score

Brenton Armstrong (CRD# 5491179) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 8 years of experience in the finance industry. Brenton Armstrong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ashley N. Copp
CRD#: 5812237
832 Camino Del Mar, Suite 4, Del Mar, CA 92014
96
Wealthminder
score

Ashley Copp (CRD# 5812237) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 6 years of experience in the finance industry.

4
Kelli M. Ruby
CRD#: 5966559
832 Camino Del Mar, Suite 4, Del Mar, CA 92014
93
Wealthminder
score

Kelli Ruby (CRD# 5966559) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 4 years of experience in the finance industry. Kelli Ruby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Carolyn P. Taylor
CRD#: 1258663
832 Camino Del Mar, Suite 4, Del Mar, CA 92014
93
Wealthminder
score

Carolyn Taylor (CRD# 1258663) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 27 years of experience in the finance industry.

6
Ryan A. Richardson
CRD#: 6055892
832 Camino Del Mar, Suite 4, Del Mar, CA 92014
90
Wealthminder
score

Ryan Richardson (CRD# 6055892) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 4 years of experience in the finance industry.

7
Cole M. Hansen
CRD#: 6577441
832 Camino Del Mar, Suite 4, Del Mar, CA 92014
87
Wealthminder
score

Cole Hansen (CRD# 6577441) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has 1 year of experience in the finance industry.

8
Erik H. Nelson
CRD#: 6189494
832 Camino Del Mar, Suite 4, Del Mar, CA 92014
87
Wealthminder
score

Erik Nelson (CRD# 6189494) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has 1 year of experience in the finance industry.

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