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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| WEATHERLY ASSET MANAGEMENT, INC. | DE | GENERAL PARTNER | NA | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, CAROLYN, PERSON | I | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| ARMSTRONG, BRENTON, BOYLE | I | WEALTH MANAGEMENT ADVISOR, PARTNER | A | |
| BURGER, KELLI, MARIE | I | WEALTH MANAGEMENT ADVISOR, PARTNER | A | |
| Thompson, Lindsey, Jan Fiske | I | DIRECTOR OF STRATEGY & RESOURCES, PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
| TAYLOR, CAROLYN, PERSON | I | WEATHERLY ASSET MANAGEMENT, INC. | E | Control |
Registrations
Federal
IA
Mar 3, 2025 REGISTERED
Notice Filings (12)
AZ CA FL IL LA MA NH NV NY OR TX WA
Address
832 CAMINO DEL MAR, SUITE 4DEL MAR, CA 92014
United States
Phone: 858-259-4507