Weatherly Asset Management
Weatherly Asset Management (CRD# 106935) is a financial advisory firm headquartered in Del Mar, CA. They manage $1,266,721,418 in 1,294 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,267MILLION
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Total Number of Accounts1,294ACCOUNTS
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Average Account Value$978,919
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
AZ, CA, FL, IL, LA, MA, NH, NV, NY, OR, TX, WA
Brenton Armstrong (CRD# 5491179) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 16 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.
Aubrey Brown (CRD# 6205315) 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. 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.
Kelli Burger (CRD# 5966559) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 11 years of experience in the finance industry. Kelli Burger 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.
Chase Hayhurst (CRD# 7120259) 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. 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.
Brooke Kelly (CRD# 6735821) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 7 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.
Ryan Richardson (CRD# 6055892) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 11 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.
Carolyn Taylor (CRD# 1258663) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 35 years of experience in the finance industry.
Stone Churby (CRD# 7720335) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has 1 year of experience in the finance industry.
Sally Eisenberg (CRD# 7767409) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has 1 year of experience in the finance industry.
Martin Rascon (CRD# 7337952) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 3 years of experience in the finance industry.