This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WEATHERLY ASSET MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65

First exam

Jan 23, 2021

First registration

Feb 18, 2021

Dual registered

no

Other names

Marty Gabriel Rascon|Martin Gabriel Rascan

IAPD individual key

7337952

• Occurred

  Oct 11, 2022
  Advisor changed firm

  Martin Gabriel Rascon left Platt Wealth Management for Weatherly Asset Management (registered 2022-10-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b4c7403d-4bf1-093f-88ca-9f99b77c2947

First observed

Feb 18, 2021

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.