WACKER WEALTH PARTNERS, LLC
CRD #145931 SEC #801-68752 SAN LUIS OBISPO, CA 805-541-1308
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
22
Clients
--
Accounts
723
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.1B | $1.1B | $2.5M | 22 | 0 |
| Mar 2023 | $1B | $1B | $7M | 22 | 0 |
| Mar 2022 | $1.2B | $1.2B | $8.1M | 20 | 0 |
| Aug 2021 | $1.1B | $1B | $6.7M | 20 | 0 |
| Aug 2021 | $1.1B | $1B | $6.7M | 20 | 0 |
| Mar 2021 | $1.1B | $1B | $6.7M | 20 | 0 |
| Dec 2020 | $985.5M | $978.8M | $6.7M | 19 | 0 |
| Jun 2020 | $985.5M | $978.8M | $6.7M | 19 | 0 |
| Mar 2020 | $985.5M | $978.8M | $6.7M | 19 | 0 |
| Nov 2019 | $831.9M | $826.5M | $5.4M | 17 | 1 |
| Mar 2019 | $831.9M | $826.5M | $5.4M | 17 | 1 |
| Oct 2018 | $891.7M | $884.5M | $7.2M | 16 | 0 |
| Mar 2018 | $891.7M | $884.5M | $7.2M | 16 | 0 |
| Sep 2017 | $755M | $749.4M | $5.6M | 14 | 600 |
| Mar 2017 | $755M | $749.4M | $5.6M | 14 | 600 |
| Mar 2016 | $737.9M | $733.1M | $4.7M | 13 | 600 |
| Nov 2015 | $737M | $735M | $2M | 14 | 500 |
| Jul 2015 | $737M | $735M | $2M | 14 | 500 |
| Jun 2015 | $737M | $735M | $2M | 14 | 500 |
| Mar 2015 | $737M | $735M | $2M | 14 | 500 |
| Oct 2014 | $690.5M | $688.6M | $1.8M | 13 | 500 |
| Oct 2014 | $690.5M | $688.6M | $1.8M | 13 | 500 |
| Jan 2014 | $690.5M | $688.6M | $1.8M | 13 | 500 |
| Dec 2013 | $669.6M | $667.9M | $1.7M | 13 | 500 |
| Nov 2013 | $669.6M | $667.9M | $1.7M | 13 | 500 |
| Mar 2013 | $602.4M | $600.9M | $1.5M | 12 | 500 |
| Dec 2012 | $538.1M | $537.1M | $1M | 12 | 500 |
| Mar 2012 | $538.1M | $537.1M | $1M | 11 | 500 |
| Nov 2011 | $490.7M | $489.7M | $952.7K | 11 | 380 |
| Apr 2011 | $490.7M | $489.7M | $952.7K | -- | -- |
| Feb 2009 | $354.7M | $354.2M | $567.4K | -- | -- |
| Jan 2008 | $459.4M | $459.4M | $0 | -- | -- |
| Jan 2008 | $459.4M | $459.4M | $0 | -- | -- |
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.5M
Employees22
Clients0
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$7M
Employees22
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$8.1M
Employees20
Clients0
DateAug 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$6.7M
Employees20
Clients0
DateAug 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$6.7M
Employees20
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$6.7M
Employees20
Clients0
DateDec 2020
Total AUM$985.5M
Discretionary$978.8M
Non-Disc.$6.7M
Employees19
Clients0
DateJun 2020
Total AUM$985.5M
Discretionary$978.8M
Non-Disc.$6.7M
Employees19
Clients0
DateMar 2020
Total AUM$985.5M
Discretionary$978.8M
Non-Disc.$6.7M
Employees19
Clients0
DateNov 2019
Total AUM$831.9M
Discretionary$826.5M
Non-Disc.$5.4M
Employees17
Clients1
DateMar 2019
Total AUM$831.9M
Discretionary$826.5M
Non-Disc.$5.4M
Employees17
Clients1
DateOct 2018
Total AUM$891.7M
Discretionary$884.5M
Non-Disc.$7.2M
Employees16
Clients0
DateMar 2018
Total AUM$891.7M
Discretionary$884.5M
Non-Disc.$7.2M
Employees16
Clients0
DateSep 2017
Total AUM$755M
Discretionary$749.4M
Non-Disc.$5.6M
Employees14
Clients600
DateMar 2017
Total AUM$755M
Discretionary$749.4M
Non-Disc.$5.6M
Employees14
Clients600
DateMar 2016
Total AUM$737.9M
Discretionary$733.1M
Non-Disc.$4.7M
Employees13
Clients600
DateNov 2015
Total AUM$737M
Discretionary$735M
Non-Disc.$2M
Employees14
Clients500
DateJul 2015
Total AUM$737M
Discretionary$735M
Non-Disc.$2M
Employees14
Clients500
DateJun 2015
Total AUM$737M
Discretionary$735M
Non-Disc.$2M
Employees14
Clients500
DateMar 2015
Total AUM$737M
Discretionary$735M
Non-Disc.$2M
Employees14
Clients500
DateOct 2014
Total AUM$690.5M
Discretionary$688.6M
Non-Disc.$1.8M
Employees13
Clients500
DateOct 2014
Total AUM$690.5M
Discretionary$688.6M
Non-Disc.$1.8M
Employees13
Clients500
DateJan 2014
Total AUM$690.5M
Discretionary$688.6M
Non-Disc.$1.8M
Employees13
Clients500
DateDec 2013
Total AUM$669.6M
Discretionary$667.9M
Non-Disc.$1.7M
Employees13
Clients500
DateNov 2013
Total AUM$669.6M
Discretionary$667.9M
Non-Disc.$1.7M
Employees13
Clients500
DateMar 2013
Total AUM$602.4M
Discretionary$600.9M
Non-Disc.$1.5M
Employees12
Clients500
DateDec 2012
Total AUM$538.1M
Discretionary$537.1M
Non-Disc.$1M
Employees12
Clients500
DateMar 2012
Total AUM$538.1M
Discretionary$537.1M
Non-Disc.$1M
Employees11
Clients500
DateNov 2011
Total AUM$490.7M
Discretionary$489.7M
Non-Disc.$952.7K
Employees11
Clients380
DateApr 2011
Total AUM$490.7M
Discretionary$489.7M
Non-Disc.$952.7K
Employees--
Clients--
DateFeb 2009
Total AUM$354.7M
Discretionary$354.2M
Non-Disc.$567.4K
Employees--
Clients--
DateJan 2008
Total AUM$459.4M
Discretionary$459.4M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$459.4M
Discretionary$459.4M
Non-Disc.$0
Employees--
Clients--