WEATHERVANE WEALTH MANAGEMENT, LLC
WEATHERVANE WEALTH MANAGEMENT, LLC of BERWYN, PA is an SEC-registered investment adviser (CRD 132159). Regulatory assets under management: $126.1M.
Registration
- CRD: 132159
- SEC file number: 801-63329
- Type: Registered investment adviser
- Location: 1055 WESTLAKE DRIVE, THIRD FLOOR, BERWYN, PA, 19312
- Phone: 610-321-2400
- Latest filing: 2015-03-27
- Regulatory AUM: $126.1M
- Discretionary AUM: $104.5M
- Non-discretionary AUM: $21.6M
- Clients: 2
- Accounts: 274
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| PAULUS THOMAS DOCHERTY | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| PAINTER JAY ALAN | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| SUMMERS DAVID LYNN | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
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