Wetherby Asset Management

Wetherby Asset Management (CRD# 107341) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,839,699,575 in 3,193 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,840
    MILLION
  • Total Number of Accounts
    3,193
    ACCOUNTS
  • Average Account Value
    $1,202,537
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CA, CT, FL, IL, MA, MD, NH, NJ, NV, NY, OR, PA, TX, UT, VA, WA, WI

Financial Advisors at Wetherby Asset Management
Showing 1 - 10 of 21 top financial advisors.
1
Barbara G. Adamson
CRD#: 1987631
580 California Street, 8th Floor, San Francisco, CA 94104
96
Wealthminder
score

Barbara Adamson (CRD# 1987631) is an Investment Advisor Representative working at Wetherby Asset Management in San Francisco, CA and has over 25 years of experience in the finance industry. Barbara Adamson 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
Andrew G. Pratt
CRD#: 1087341
580 California St., 8th Floor, San Francisco, CA 94104
96
Wealthminder
score

Andrew Pratt (CRD# 1087341) is an Investment Advisor Representative working at Wetherby Asset Management in San Francisco, CA and has over 19 years of experience in the finance industry.

3
Debra L. Wetherby
CRD#: 1284222
580 California St., 8th Floor, San Francisco, CA 94104
96
Wealthminder
score

Debra Wetherby (CRD# 1284222) is an Investment Advisor Representative working at Wetherby Asset Management in San Francisco, CA and has over 31 years of experience in the finance industry. Debra Wetherby 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
Christina T. Covalesky
CRD#: 4607048
580 California St., 8th Floor, San Francisco, CA 94104
93
Wealthminder
score

Christina Covalesky (CRD# 4607048) is an Investment Advisor Representative working at Wetherby Asset Management in San Francisco, CA and has over 13 years of experience in the finance industry.

5
Holly S. Galbrecht
CRD#: 4049925
580 California St., 8th Floor, San Francisco, CA 94104
93
Wealthminder
score

Holly Galbrecht (CRD# 4049925) is an Investment Advisor Representative working at Wetherby Asset Management in San Francisco, CA and has over 16 years of experience in the finance industry.

6
Michael J. Graziano
CRD#: 3128048
580 California St., 8th Floor, San Francisco, CA 94104
93
Wealthminder
score

Michael Graziano (CRD# 3128048) is an Investment Advisor Representative working at Wetherby Asset Management in San Francisco, CA and has over 17 years of experience in the finance industry.

7
Christopher S. Hauswirth
CRD#: 1882927
580 California St., 8th Floor, San Francisco, CA 94104
93
Wealthminder
score

Christopher Hauswirth (CRD# 1882927) is an Investment Advisor Representative working at Wetherby Asset Management in San Francisco, CA and has over 24 years of experience in the finance industry.

8
Steven P. Herzog
CRD#: 2135976
580 California St., 8th Floor, San Francisco, CA 94104
93
Wealthminder
score

Steven Herzog (CRD# 2135976) is an Investment Advisor Representative working at Wetherby Asset Management in San Francisco, CA and has over 22 years of experience in the finance industry.

9
Daniela G. Lee
CRD#: 4053822
580 California St., 8th Floor, San Francisco, CA 94104
93
Wealthminder
score

Daniela Lee (CRD# 4053822) is an Investment Advisor Representative working at Wetherby Asset Management in San Francisco, CA and has over 15 years of experience in the finance industry.

10
Karen J. Leech
CRD#: 4607513
580 California St., 8th Floor, San Francisco, CA 94104
93
Wealthminder
score

Karen Leech (CRD# 4607513) is an Investment Advisor Representative working at Wetherby Asset Management in San Francisco, CA and has over 13 years of experience in the finance industry.

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