WEATHERLY ASSET MANAGEMENT LP
Legal name: WEATHERLY ASSET MANAGEMENT
CRD #106935 SEC #801-48177 DEL MAR, CA 858-259-4507
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
15
Clients
26
Accounts
1,310
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5B | $1.5B | $12.3M | 15 | 0 |
| Feb 2024 | $1.3B | $1.3B | $9.2M | 14 | 362 |
| Feb 2023 | $1B | $1B | $8.8M | 15 | 365 |
| Nov 2022 | $1.2B | $1.2B | $9.6M | 14 | 372 |
| Mar 2022 | $1.2B | $1.2B | $9.6M | 14 | 372 |
| Dec 2021 | $1.1B | $1.1B | $9.3M | 14 | 368 |
| Mar 2021 | $1B | $1B | $9.8M | 13 | 355 |
| Mar 2021 | $1B | $1B | $9.8M | 13 | 355 |
| Mar 2021 | $1B | $1B | $9.8M | 13 | 355 |
| Aug 2020 | $884M | $875.1M | $8.9M | 12 | 353 |
| Jun 2020 | $884M | $875.1M | $8.9M | 12 | 353 |
| Mar 2020 | $888.3M | $878.4M | $9.8M | 12 | 351 |
| Sep 2019 | $863.8M | $853.9M | $9.8M | 12 | 369 |
| Aug 2019 | $863.8M | $853.9M | $9.8M | 12 | 369 |
| Aug 2019 | $863.8M | $853.9M | $9.8M | 12 | 369 |
| Mar 2019 | $833.5M | $823.8M | $9.7M | 12 | 372 |
| Nov 2018 | $845.4M | $835M | $10.4M | 13 | 372 |
| Nov 2018 | $845.4M | $835M | $10.4M | 13 | 372 |
| Jun 2018 | $775.3M | $765.3M | $9.9M | 13 | 362 |
| Mar 2018 | $759.9M | $750.1M | $9.8M | 12 | 359 |
| Mar 2018 | $759.9M | $750.1M | $9.8M | 12 | 359 |
| Mar 2017 | $634.3M | $625.2M | $9M | 12 | 300 |
| Sep 2016 | $549.4M | $525.5M | $24M | 10 | 300 |
| Jul 2016 | $549.4M | $525.5M | $24M | 10 | 300 |
| Jul 2016 | $549.4M | $525.5M | $24M | 10 | 300 |
| Jun 2016 | $549.4M | $525.5M | $24M | 10 | 300 |
| Mar 2016 | $549.4M | $525.5M | $24M | 10 | 300 |
| Mar 2015 | $524.9M | $512.3M | $12.5M | 8 | 300 |
| Mar 2014 | $440.2M | $433.8M | $6.4M | 8 | 300 |
| Feb 2014 | $440.2M | $433.8M | $6.4M | 8 | 300 |
| May 2013 | $372.2M | $361.5M | $10.7M | 8 | 200 |
| Feb 2013 | $372.2M | $361.5M | $10.7M | 8 | 200 |
| Jan 2013 | $372.2M | $361.5M | $10.7M | 8 | 200 |
| Nov 2012 | $371.8M | $361.3M | $10.5M | 8 | 200 |
| Nov 2012 | $371.8M | $361.3M | $10.5M | 8 | 200 |
| Oct 2012 | $371.8M | $361.3M | $10.5M | 6 | 200 |
| Mar 2012 | $351.5M | $340M | $11.5M | 6 | 200 |
| Apr 2011 | $333.7M | $321M | $12.7M | 10 | -- |
| Nov 2010 | $306.1M | $287.3M | $18.8M | 10 | -- |
| May 2010 | $301.2M | $292.6M | $8.6M | 10 | -- |
| May 2010 | $301.2M | $292.6M | $8.6M | 10 | -- |
| Jul 2009 | $206.9M | $206.9M | $0 | 10 | -- |
| Mar 2009 | $206.9M | $206.9M | $0 | 10 | -- |
| May 2007 | $187.1M | $187.1M | $0 | 5 | -- |
| Mar 2007 | $187.1M | $187.1M | $0 | 5 | -- |
| Mar 2006 | $143.5M | $143.5M | $0 | 5 | -- |
| Apr 2004 | $85.2M | $85.2M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$12.3M
Employees15
Clients0
DateFeb 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9.2M
Employees14
Clients362
DateFeb 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$8.8M
Employees15
Clients365
DateNov 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9.6M
Employees14
Clients372
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9.6M
Employees14
Clients372
DateDec 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.3M
Employees14
Clients368
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$9.8M
Employees13
Clients355
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$9.8M
Employees13
Clients355
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$9.8M
Employees13
Clients355
DateAug 2020
Total AUM$884M
Discretionary$875.1M
Non-Disc.$8.9M
Employees12
Clients353
DateJun 2020
Total AUM$884M
Discretionary$875.1M
Non-Disc.$8.9M
Employees12
Clients353
DateMar 2020
Total AUM$888.3M
Discretionary$878.4M
Non-Disc.$9.8M
Employees12
Clients351
DateSep 2019
Total AUM$863.8M
Discretionary$853.9M
Non-Disc.$9.8M
Employees12
Clients369
DateAug 2019
Total AUM$863.8M
Discretionary$853.9M
Non-Disc.$9.8M
Employees12
Clients369
DateAug 2019
Total AUM$863.8M
Discretionary$853.9M
Non-Disc.$9.8M
Employees12
Clients369
DateMar 2019
Total AUM$833.5M
Discretionary$823.8M
Non-Disc.$9.7M
Employees12
Clients372
DateNov 2018
Total AUM$845.4M
Discretionary$835M
Non-Disc.$10.4M
Employees13
Clients372
DateNov 2018
Total AUM$845.4M
Discretionary$835M
Non-Disc.$10.4M
Employees13
Clients372
DateJun 2018
Total AUM$775.3M
Discretionary$765.3M
Non-Disc.$9.9M
Employees13
Clients362
DateMar 2018
Total AUM$759.9M
Discretionary$750.1M
Non-Disc.$9.8M
Employees12
Clients359
DateMar 2018
Total AUM$759.9M
Discretionary$750.1M
Non-Disc.$9.8M
Employees12
Clients359
DateMar 2017
Total AUM$634.3M
Discretionary$625.2M
Non-Disc.$9M
Employees12
Clients300
DateSep 2016
Total AUM$549.4M
Discretionary$525.5M
Non-Disc.$24M
Employees10
Clients300
DateJul 2016
Total AUM$549.4M
Discretionary$525.5M
Non-Disc.$24M
Employees10
Clients300
DateJul 2016
Total AUM$549.4M
Discretionary$525.5M
Non-Disc.$24M
Employees10
Clients300
DateJun 2016
Total AUM$549.4M
Discretionary$525.5M
Non-Disc.$24M
Employees10
Clients300
DateMar 2016
Total AUM$549.4M
Discretionary$525.5M
Non-Disc.$24M
Employees10
Clients300
DateMar 2015
Total AUM$524.9M
Discretionary$512.3M
Non-Disc.$12.5M
Employees8
Clients300
DateMar 2014
Total AUM$440.2M
Discretionary$433.8M
Non-Disc.$6.4M
Employees8
Clients300
DateFeb 2014
Total AUM$440.2M
Discretionary$433.8M
Non-Disc.$6.4M
Employees8
Clients300
DateMay 2013
Total AUM$372.2M
Discretionary$361.5M
Non-Disc.$10.7M
Employees8
Clients200
DateFeb 2013
Total AUM$372.2M
Discretionary$361.5M
Non-Disc.$10.7M
Employees8
Clients200
DateJan 2013
Total AUM$372.2M
Discretionary$361.5M
Non-Disc.$10.7M
Employees8
Clients200
DateNov 2012
Total AUM$371.8M
Discretionary$361.3M
Non-Disc.$10.5M
Employees8
Clients200
DateNov 2012
Total AUM$371.8M
Discretionary$361.3M
Non-Disc.$10.5M
Employees8
Clients200
DateOct 2012
Total AUM$371.8M
Discretionary$361.3M
Non-Disc.$10.5M
Employees6
Clients200
DateMar 2012
Total AUM$351.5M
Discretionary$340M
Non-Disc.$11.5M
Employees6
Clients200
DateApr 2011
Total AUM$333.7M
Discretionary$321M
Non-Disc.$12.7M
Employees10
Clients--
DateNov 2010
Total AUM$306.1M
Discretionary$287.3M
Non-Disc.$18.8M
Employees10
Clients--
DateMay 2010
Total AUM$301.2M
Discretionary$292.6M
Non-Disc.$8.6M
Employees10
Clients--
DateMay 2010
Total AUM$301.2M
Discretionary$292.6M
Non-Disc.$8.6M
Employees10
Clients--
DateJul 2009
Total AUM$206.9M
Discretionary$206.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$206.9M
Discretionary$206.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$85.2M
Discretionary$85.2M
Non-Disc.$0
Employees5
Clients--