# WEATHERVANE ASSET MANAGEMENT LLC

WEATHERVANE ASSET MANAGEMENT LLC of FORT LAUDERDALE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 312424
- Type: SEC-registered investment adviser
- SEC file number: 801-120286
- Location: 1 EAST BROWARD BLVD., SUITE 700, FORT LAUDERDALE, FL, 33301
- Phone: 516-305-9438
- Latest filing: 2026-03-26
- Regulatory AUM: $384.1M
- Discretionary AUM: $384.1M
- Clients: 4
- Accounts: 70

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Investment cos

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Chen | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | EL SEGUNDO, CA |
| Chen Kevin | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | Fort Lauderdale, FL |
| Daniel Orlando Otoya | CHIEF COMPLIANCE OFFICER | — |
| Phillip George Mckie | CHIEF OPERATING OFFICER | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312424/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312424/similar
- Related entities: https://search.stillhousedata.com/firm/312424/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312424

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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.