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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.