Weatherly Asset Management
Investment Management • 
Del Mar, California, United States • 11-20 Employees
Company overview
| Headquarters | 832 Camino del Mar, Suite 4, Del Mar, CA 92014, US |
| Phone number | +120172020 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Retirement Planning, Alternative Investments, Philanthropic Planning, Financial Evaluations, Educational Savings Strategies, Estate Planning & Wealth Transfer Guidance, Investment Advisory Services & Goal Analysis, Options Analysis/Strategies, Trust Capabilities |
| Founded | 1994 |
| Employees | 11-20 |
| Socials |
Key Contact at Weatherly Asset Management
Lindsey Fiske Thompson
Director Of Strategy & Resources, Partner
Weatherly Asset Management Email Formats
Weatherly Asset Management uses 3 email formats. The most common is {first initial} (e.g., j@weatherlyassetmgt.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@weatherlyassetmgt.com | 83.3% |
{first initial}{last name} | jdoe@weatherlyassetmgt.com | 11.1% |
{first name} | john@weatherlyassetmgt.com | 5.6% |
About Weatherly Asset Management
Named after the 1962 America's cup winner, Weatherly's focus is to provide quality, comprehensive investment management services to high-net-worth clients for fixed income and equity investment strategies. Our primary business focus is money management with each account individually managed and maintained to maximize wealth preservation and growth over time. Weatherly’s important disclosures related to awards, rankings, and professional certifications: http://www.weatherlyassetmgt.com/adv/ Disclosures: Third-party rankings and recognition from ratings services, or publications, are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the adviser. Although Weatherly Asset Management, and its advisors, do not pay fees for awards or ranking, there are instances where Weatherly will pay for reprints or advertising after receiving recognition. This represents a conflict of interest for the firm issuing the award or ranking, however, Weatherly believes the awards and rankings advertised are bona fide.
Weatherly Asset Management revenue & valuation
| Annual revenue | $5,600,000 |
| Revenue per employee | $400,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $18,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Weatherly Asset Management has 11 employees across 4 departments.
Departments
Number of employees
Funding Data
Weatherly Asset Management has never raised funding before.
Weatherly Asset Management Tech Stack
Discover the technologies and tools that power Weatherly Asset Management's digital infrastructure, from frameworks to analytics platforms.
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IsraelFrequently asked questions
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