Weatherly Asset Management

Weatherly Asset Management (CRD# 106935) is a financial advisory firm headquartered in Del Mar, CA. They manage $1,028,003,842 in 1,260 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,028
    MILLION
  • Total Number of Accounts
    1,260
    ACCOUNTS
  • Average Account Value
    $815,876
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
  • Publication of periodicals or newsletters
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, FL, IL, LA, MA, NH, NV, NY, OR, TX, WA

Financial Advisors at Weatherly Asset Management
Showing 1 - 8 of 8 top financial advisors.
1
Brenton B. Armstrong
CRD#: 5491179
832 Camino Del Mar, Suite 4, Del Mar, CA 92014

Brenton Armstrong (CRD# 5491179) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 13 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.

2
Aubrey M. Brown
CRD#: 6205315
832 Camino Del Mar, Suite 4, Del Mar, CA 92014

Aubrey Brown (CRD# 6205315) 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. Aubrey Brown 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
Cole M. Hansen
CRD#: 6577441
832 Camino Del Mar, Suite 4, Del Mar, CA 92014

Cole Hansen (CRD# 6577441) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 5 years of experience in the finance industry. Cole Hansen 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.

4
Chase S. Hayhurst
CRD#: 7120259
832 Camino Del Mar, Suite 4, Del Mar, CA 92014

Chase Hayhurst (CRD# 7120259) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 2 years of experience in the finance industry. Chase Hayhurst 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
Brooke B. Kelly
CRD#: 6735821
832 Camino Del Mar, Suite 4, Del Mar, CA 92014

Brooke Kelly (CRD# 6735821) 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. Brooke Kelly 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.

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

Ryan Richardson (CRD# 6055892) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 9 years of experience in the finance industry. Ryan Richardson 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.

7
Kelli M. Ruby
CRD#: 5966559
832 Camino Del Mar, Suite 4, Del Mar, CA 92014

Kelli Ruby (CRD# 5966559) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 9 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.

8
Carolyn P. Taylor
CRD#: 1258663
832 Camino Del Mar, Suite 4, Del Mar, CA 92014

Carolyn Taylor (CRD# 1258663) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 32 years of experience in the finance industry.

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