RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2024
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CALDWELL, RYAN, NICHOLASIMEMBERNA
CALDWELL, RYAN, NICHOLASIMEMBERNA
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICERNA Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICERNA Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICERNA Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICERNA Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICERNA Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICERNA Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICERNA Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICERNA Control
O'HARA, PATRICK, COLMIMEMBERNA
O'HARA, PATRICK, COLMIMEMBERNA
POCK, ALEXANDER, NO MIICHIEF COMPLIANCE OFFICERNA Control
POCK, ALEXANDER, NO MIICHIEF COMPLIANCE OFFICERNA Control
POCK, ALEXANDER, NO MIICHIEF COMPLIANCE OFFICERNA Control
POCK, ALEXANDER, NO MIICHIEF COMPLIANCE OFFICERNA Control
POCK, ALEXANDER, NO MIICHIEF COMPLIANCE OFFICERNA Control
POCK, ALEXANDER, NO MIICHIEF COMPLIANCE OFFICERNA Control
POCK, ALEXANDER, NO MIICHIEF COMPLIANCE OFFICERNA Control
POCK, ALEXANDER, NO MIICHIEF COMPLIANCE OFFICERNA Control
POCK, ALEXANDER, NO MIICHIEF COMPLIANCE OFFICERNA Control
POCK, ALEXANDER, NO MIICHIEF COMPLIANCE OFFICERNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
POCK, ALEXANDER, NO MIIDIRECTOR OF INVESTMENT OPERATIONSNA Control
Pazdan, SarahICHIEF COMPLIANCE OFFICERNA Control
Pazdan, SarahICHIEF COMPLIANCE OFFICERNA Control
Pazdan, SarahICHIEF COMPLIANCE OFFICERNA Control
Pazdan, SarahICHIEF COMPLIANCE OFFICERNA Control
Pazdan, SarahICHIEF COMPLIANCE OFFICERNA Control
Pazdan, SarahICHIEF COMPLIANCE OFFICERNA Control
Pazdan, SarahICHIEF COMPLIANCE OFFICERNA Control
Pazdan, SarahICHIEF COMPLIANCE OFFICERNA Control
Pazdan, SarahICHIEF COMPLIANCE OFFICERNA Control
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
ROSE, MARY, TERESAIMEMBERNA
WACKER, ROBERT, EUGENEIPRESIDENTNA Control
WACKER, ROBERT, EUGENEIPRESIDENTNA Control
WACKER, ROBERT, EUGENEIPRESIDENTNA Control
WACKER, ROBERT, EUGENEIPRESIDENTNA Control
WACKER, ROBERT, EUGENEIPRESIDENTNA Control
WACKER, ROBERT, EUGENEIPRESIDENTNA Control
WACKER, ROBERT, EUGENEIPRESIDENTNA Control
WACKER, ROBERT, EUGENEIPRESIDENTNA Control
PACIFIC CAPITAL BANKDESHAREHOLDERE Control
PACIFIC CAPITAL BANKDESHAREHOLDERE Control
PACIFIC CAPITAL BANKDESHAREHOLDERE Control
PACIFIC CAPITAL BANKDESHAREHOLDERE Control
PACIFIC CAPITAL BANKDESHAREHOLDERE Control
SANTA BARBARA BANK & TRUST, N.A.DESHAREHOLDERE Control
UNION BANK, N.A.DESOLE OWNERE Control
UNION BANK, N.A.DESOLE OWNERE Control
WACKER, ROBERT, EUGENEIPRESIDENTD Control
WACKER, ROBERT, EUGENEIPRESIDENTD Control
WACKER, ROBERT, EUGENEIPRESIDENTC Control
WACKER, ROBERT, EUGENEIPRESIDENTC Control
WACKER, ROBERT, EUGENEIPRESIDENTC Control
WACKER, ROBERT, EUGENEIPRESIDENTC Control
WACKER, ROBERT, EUGENEIPRESIDENTC Control
WACKER, ROBERT, EUGENEIPRESIDENTC Control
WACKER, ROBERT, EUGENEIPRESIDENTC Control
WACKER, ROBERT, EUGENEIPRESIDENTC Control
WACKER, ROBERT, EUGENEIPRESIDENTC Control
WACKER, ROBERT, EUGENEIPRESIDENTC Control
WACKER, ROBERT, EUGENEIPRESIDENTC Control
CALDWELL, RYAN, NICHOLASIMEMBERB
CALDWELL, RYAN, NICHOLASIMEMBERB
CALDWELL, RYAN, NICHOLASIMEMBERB
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
CALDWELL, RYAN, NICHOLASIMEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018)B
KRILL, BRYAN, MATTHEWICHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICER/ CHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICER/ CHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICER/ CHIEF OPERATING OFFICERB Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / CCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / CCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / CCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / CCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / PRIORCCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / PRIORCCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / PRIORCCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / PRIORCCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / PRIORCCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / PRIORCCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / PRIORCCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / PRIORCCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
KRILL, BRYAN, MATTHEWICO-MANAGING MEMBER(10/2013) / PRIORCCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018)B Control
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
O'HARA, PATRICK, COLMIMEMBERB
WACKER, ROBERT, EUGENEIMEMBERB Control
WACKER, ROBERT, EUGENEIMEMBERB Control
WACKER, ROBERT, EUGENEIMEMBERB Control
WACKER, ROBERT, EUGENEIMEMBERB Control
WACKER, ROBERT, EUGENEIMEMBERB Control
WACKER, ROBERT, EUGENEIMEMBERB Control
WACKER, ROBERT, EUGENEIMEMBERB Control
WACKER, ROBERT, EUGENEIMEMBERB Control
WACKER, ROBERT, EUGENEIMEMBERB Control
WACKER, ROBERT, EUGENEIMEMBERB Control
WACKER, ROBERT, EUGENEIMEMBERB Control
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
WILSON, MATTHEW, RANDALLIMEMBERB
CALDWELL, RYAN, NICHOLASIMEMBERA
CALDWELL, RYAN, NICHOLASIMEMBERA
CALDWELL, RYAN, NICHOLASIMEMBERA
CALDWELL, RYAN, NICHOLASIMEMBERA
CALDWELL, RYAN, NICHOLASIMEMBERA
CALDWELL, RYAN, NICHOLASIMEMBERA
CALDWELL, RYAN, NICHOLASIMEMBERA
CALDWELL, RYAN, NICHOLASIMEMBERA
Carden, Megan, AshleyIMEMBERA
Carden, Megan, AshleyIMEMBERA
WACKER, ROBERT, EUGENEIMEMBERA Control
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA
WENGLIKOWSKI, JOAN, CLAREIMEMBERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MITSUBISHI UFJ FINANCIAL GROUP, INC.FETHE BANK OF TOKYO-MITSUBISHI UFJ, LTD.E
MITSUBISHI UFJ FINANCIAL GROUP, INC.FETHE BANK OF TOKYO-MITSUBISHI UFJ, LTD.E
PACIFIC CAPITAL BANCORPDEPACIFIC CAPITAL BANKE Control
PACIFIC CAPITAL BANCORPDEPACIFIC CAPITAL BANKE Control
PACIFIC CAPITAL BANCORPDEPACIFIC CAPITAL BANKE Control
PACIFIC CAPITAL BANCORPDEPACIFIC CAPITAL BANKE Control
PACIFIC CAPITAL BANCORPDEPACIFIC CAPITAL BANKE Control
PACIFIC CAPITAL BANCORPDEPACIFIC CAPITAL BANKE Control
THE BANK OF TOKYO-MITSUBISHI UFJ, LTD.FEUNIONBANCAL CORPORATIONE
THE BANK OF TOKYO-MITSUBISHI UFJ, LTD.FEUNIONBANCAL CORPORATIONE
UNIONBANCAL CORPORATIONDEUNION BANK, N.A.E
UNIONBANCAL CORPORATIONDEUNION BANK, N.A.E

Registrations

Federal

IA
Mar 29, 2024 REGISTERED

Notice Filings (9)

AZ CA HI LA NC NV OR TX WA

Address

892 AEROVISTA PLACE
SUITE 220
SAN LUIS OBISPO, CA 93401
United States
Phone: 805-541-1308