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WEATHERLY ASSET MANAGEMENT
Legal name: WEATHERLY ASSET MANAGEMENT LP
CRD 106935File 801-48177
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.68B
Top 25% of cohort (national)
Discretionary AUM
$1.66B
Non-discretionary $13.1M
Clients
381
1,348 accounts
Employees
16
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 10, 1995
- Principal office
- 832 CAMINO DEL MAR, SUITE 4, DEL MAR, CA, 92014
- Phone
- 858-259-4507
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.68B
- Discretionary AUM
- $1.66B
- Non-discretionary AUM
- $13.1M
- Discretionary accounts
- 1,318
- Non-discretionary accounts
- 30
- Total accounts
- 1,348
- AUM per client
- $4.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.4M |
| Charitable organizations | Fewer than 5 | $3.5M |
| High net worth individuals | 281 | $1.58B |
| Pension and profit sharing plans | 5 | $45.7M |
| Individuals (other than high net worth individuals) | 90 | $38.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 15 | 16 | increased by1 |
| Mar 1, 2026 | Clients | 374 | 381 | increased by7 |
| Mar 1, 2026 | AUM | $1,502,521,887 | $1,677,953,909 | increased by$175,432,022 |
| Mar 1, 2026 | Accounts | 1,310 | 1,348 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 15 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 372 | 374 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,218,852,775 | $1,502,521,887 | increased by$283,669,112 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,306 | 1,310 | increased by4 |
| Apr 1, 2022 | Clients | 368 | 372 | increased by4 |
| Apr 1, 2022 | AUM | $1,149,802,362 | $1,218,852,775 | increased by$69,050,413 |
| Apr 1, 2022 | Accounts | 1,293 | 1,306 | increased by13 |
| Jan 1, 2022 | Employees | 13 | 14 | increased by1 |
| Jan 1, 2022 | Clients | 355 | 368 | increased by13 |
| Jan 1, 2022 | AUM | $1,028,003,842 | $1,149,802,362 | increased by$121,798,520 |
| Jan 1, 2022 | Accounts | 1,260 | 1,293 | increased by33 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEATHERLY ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEATHERLY ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.