# WEATHERLY ASSET MANAGEMENT LP

WEATHERLY ASSET MANAGEMENT LP of DEL MAR, CA is an SEC-registered investment adviser.

## Registration

- CRD: 106935
- Type: SEC-registered investment adviser
- SEC file number: 801-48177
- Location: 832 CAMINO DEL MAR, SUITE 4, DEL MAR, CA, 92014
- Phone: 858-259-4507
- Latest filing: 2026-02-25
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $13.1M
- Clients: 16
- Accounts: 1,348

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [Carolyn Person Taylor](https://search.stillhousedata.com/person/703137) | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| [Brenton Boyle Armstrong](https://search.stillhousedata.com/person/703138) | WEALTH MANAGEMENT ADVISOR, PARTNER | — |
| [Kelli Marie Burger](https://search.stillhousedata.com/person/703139) | WEALTH MANAGEMENT ADVISOR, PARTNER | — |
| [Lindsey Jan Fiske Thompson](https://search.stillhousedata.com/person/703140) | DIRECTOR OF STRATEGY & RESOURCES, PARTNER | DEL MAR, CA |
| [TAYLOR CAROLYN PERSON](https://search.stillhousedata.com/person/755401) | CHIEF COMPLIANCE OFFICER; LIMITED PARTNER; LIMITED PARTNER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| [Brooke Boone Kelly](https://search.stillhousedata.com/person/961220) | WEALTH MANAGEMENT ADVISOR, PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106935/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106935/similar
- Related entities: https://search.stillhousedata.com/firm/106935/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106935

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.