RIA Intelligence

CODE WAECHTER LLC

CRD #289372 SEC #801-119308 TAMPA, FL 813-287-8775
SEC Registered
Total AUM
$329.5M
Discretionary
$329.5M
Employees
6
Clients
101
Accounts
1,012

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
Gretchen, Lauren, GailICCONA
CODE WAECHTER HOLDINGS, LLCDEOWNERE Control
CODE WAECHTER HOLDINGS, LLCDEOWNERE Control
CODE WAECHTER HOLDINGS, LLCDEOWNERE Control
CODE WAECHTER HOLDINGS, LLCDEOWNERE Control
CODE WAECHTER HOLDINGS, LLCDEOWNERE Control
CODE WAECHTER HOLDINGS, LLCDEOWNERE Control
CODE WAECHTER HOLDINGS, LLCDEOWNERE Control
CODE, BRIAN, EDWARDIMANAGING DIRECTORC Control
CODE, BRIAN, EDWARDIMANAGING DIRECTORC Control
CODE, BRIAN, EDWARDIMANAGING DIRECTORC Control
CODE, BRIAN, EDWARDIMANAGING DIRECTORC Control
CODE, BRIAN, EDWARDIMANAGING DIRECTORC Control
CODE, BRIAN, EDWARDIMANAGING DIRECTORC Control
CODE, BRIAN, EDWARDIMANAGING DIRECTORC Control
CODE, BRIAN, EDWARDIMANAGING DIRECTORC Control
CODE, JORDAN, PATRICKICHIEF COMPLIANCE OFFICERC Control
CODE, JORDAN, PATRICKIMANAGING DIRECTORC Control
CODE, JORDAN, PATRICKIMANAGING DIRECTORC Control
CODE, JORDAN, PATRICKIMANAGING DIRECTORC Control
CODE, JORDAN, PATRICKIMANAGING DIRECTORC Control
CODE, JORDAN, PATRICKIMANAGING DIRECTORC Control
CODE, JORDAN, PATRICKIMANAGING DIRECTORC Control
CODE, JORDAN, PATRICKIMANAGING DIRECTORC Control
WAECHTER, SCOTT, THOMASIMANAGING DIRECTORC Control
WAECHTER, SCOTT, THOMASIMANAGING DIRECTORC Control
WAECHTER, SCOTT, THOMASIMANAGING DIRECTORC Control
WAECHTER, SCOTT, THOMASIMANAGING DIRECTORC Control
WAECHTER, SCOTT, THOMASIMANAGING DIRECTORC Control
WAECHTER, SCOTT, THOMASIMANAGING DIRECTORC Control
WAECHTER, SCOTT, THOMASIMANAGING DIRECTORC Control
WAECHTER, SCOTT, THOMASIMANAGING DIRECTORC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CODE, BRIAN, EDWARDICODE WAECHTER HOLDINGS, LLCC Control
CODE, JORDAN, PATRICKICODE WAECHTER HOLDINGS, LLCC Control
CODE, JORDAN, PATRICKICODE WAECHTER HOLDINGS, LLCC Control
CODE, JORDAN, PATRICKICODE WAECHTER HOLDINGS, LLCC Control
WAECHTER, SCOTT, THOMASICODE WAECHTER HOLDINGS, LLCC Control
WAECHTER, SCOTT, THOMASICODE WAECHTER HOLDINGS, LLCC Control
WAECHTER, SCOTT, THOMASICODE WAECHTER HOLDINGS, LLCC Control

Registrations

Federal

IA
Jul 25, 2025 REGISTERED

Notice Filings (4)

FL GA NH TX

Address

4890 W. KENNEDY BLVD.
SUITE 680
TAMPA, FL 33609
United States
Phone: 813-287-8775