Weatherly Asset Management
Del Mar, CA·SEC-registered · CRD #106935
Weatherly Asset Management is an SEC-registered investment advisory firm in Del Mar, CA managing $1.7B across 1.4k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.7B
Client accounts
1.4k
Advisory staff
10
Fee model
Fee-based
How Weatherly Asset Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Weatherly Asset Management
How much does Weatherly Asset Management manage?
Per its most recent SEC Form ADV filing (02/25/2026), Weatherly Asset Management reports $1.7B in regulatory assets under management across roughly 1.4k client accounts.
How does Weatherly Asset Management charge?
Weatherly Asset Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Weatherly Asset Management a fiduciary?
Yes. Weatherly Asset Management is registered with the U.S. Securities and Exchange Commission (CRD #106935), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Weatherly Asset Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Weatherly Asset Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Weatherly Asset Management's public SEC Form ADV filing (CRD #106935, filed 02/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Weatherly Asset Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Weatherly Asset Management? Claim this profile.