WACKER WEALTH PARTNERS, LLC
WACKER WEALTH PARTNERS, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 145931). Regulatory assets under management: $1.1B.
Registration
- CRD: 145931
- SEC file number: 801-68752
- Type: Registered investment adviser
- Location: 892 AEROVISTA PLACE, SUITE 220, SAN LUIS OBISPO, CA, 93401
- Phone: 805-541-1308
- Latest filing: 2024-03-29
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $2.5M
- Clients: 22
- Accounts: 723
Officers, owners & control persons (10)
| Name | Role | Location |
|---|
| WACKER ROBERT EUGENE | MEMBER; PRESIDENT | — |
| KRILL BRYAN MATTHEW | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/ CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER (+2 more) | — |
| POCK ALEXANDER NO MI | CHIEF COMPLIANCE OFFICER; DIRECTOR OF INVESTMENT OPERATIONS | — |
| WILSON MATTHEW RANDALL | MEMBER | — |
| O'HARA PATRICK COLM | MEMBER | — |
| CALDWELL RYAN NICHOLAS | MEMBER; MEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018) | — |
| WENGLIKOWSKI JOAN CLARE | MEMBER | — |
| ROSE MARY TERESA | MEMBER | — |
| Pazdan Sarah | CHIEF COMPLIANCE OFFICER | — |
| Carden Megan Ashley | MEMBER | — |
Private funds (3)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| REW ALT-INCOME, LP | Hedge Fund | — | 93 | $29.5M | $100K |
| REW ALT-BALANCED, LP | Hedge Fund | — | 62 | $8.7M | $100K |
| REW ALT-EQUITY, LP | Hedge Fund | — | 68 | $2.6M | $100K |
Fund service providers (1)
- administrator: PARTNERS ADMIN, LLC — 3 funds
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