WEATHERLY ASSET MANAGEMENT LP of DEL MAR, CA is an SEC-registered investment adviser (CRD 106935). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| Carolyn Person Taylor | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Brenton Boyle Armstrong | WEALTH MANAGEMENT ADVISOR, PARTNER | — |
| Kelli Marie Burger | WEALTH MANAGEMENT ADVISOR, PARTNER | — |
| Lindsey Jan Fiske Thompson | DIRECTOR OF STRATEGY & RESOURCES, PARTNER | DEL MAR, CA |
| TAYLOR CAROLYN PERSON | CHIEF COMPLIANCE OFFICER; LIMITED PARTNER; LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| Brooke Boone Kelly | WEALTH MANAGEMENT ADVISOR, PARTNER | — |