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WEATHERLY ASSET MANAGEMENT LP, CRD 106935
DEL MAR, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CAROLYN PERSON TAYLOR | n/a | DEL MAR, CA | 27 | 37 | n/a | no |
| BRENTON BOYLE ARMSTRONG | Certified Financial Planner | DEL MAR, CA | 18 | 18 | n/a | no |
| KELLI MARIE BURGER | Certified Financial Planner | DEL MAR, CA | 14 | 14 | n/a | no |
| Brooke Boone Kelly | Certified Financial Planner | DEL MAR, CA | 9 | 10 | n/a | no |
| RYAN ANTHONY RICHARDSON | Certified Financial Planner|Chartered Financial Consultant | DEL MAR, CA | 8 | 14 | 2 | no |
| Chase Samuel Hayhurst | Certified Financial Planner | DEL MAR, CA | 7 | 12 | n/a | no |
| AUBREY MCKEE BROWN | Certified Financial Planner | DEL MAR, CA | 7 | 11 | 1 | no |
| Andrea Taylor | Certified Financial Planner | DEL MAR, CA | 4 | 14 | n/a | no |
| Martin Gabriel Rascon | Chartered Financial Analyst | DEL MAR, CA | 3 | 11 | 1 | no |
| Sally Hisako Eisenberg | n/a | DEL MAR, CA | 3 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| TAYLOR, CAROLYN, PERSON | LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | D | yes | 12/1994 | Feb 25, 2026 | Feb 25, 2026 |
| TAYLOR, CAROLYN, PERSON | President | E | yes | 10/1994 | Mar 30, 2012 | Feb 22, 2024 |
| WEATHERLY ASSET MANAGEMENT, INC. | GENERAL PARTNER | Na | yes | 12/1994 | Mar 30, 2012 | Feb 22, 2024 |
| ARMSTRONG, BRENTON, BOYLE | WEALTH MANAGEMENT ADVISOR, PARTNER | A | no | 01/2024 | Feb 25, 2026 | Feb 25, 2026 |
| BURGER, KELLI, MARIE | WEALTH MANAGEMENT ADVISOR, PARTNER | A | no | 01/2024 | Feb 25, 2026 | Feb 25, 2026 |
| Kelly, Brooke, Boone | WEALTH MANAGEMENT ADVISOR, PARTNER | A | no | 01/2025 | Feb 25, 2026 | Feb 25, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 25, 2026 | $1.7B | $1.7B | 16 | 10 | 0 | n/a | n/a |
| 2024 | Mar 3, 2025 | $1.5B | $1.5B | 15 | 10 | 0 | n/a | n/a |
| 2023 | Feb 22, 2024 | $1.3B | $1.3B | 14 | 9 | 0 | n/a | n/a |
| 2022 | Jan 31, 2023 | $1.0B | $1.0B | 15 | 9 | 0 | n/a | n/a |
| 2021 | Mar 4, 2022 | $1.2B | $1.2B | 14 | 8 | 0 | n/a | n/a |
| 2020 | Mar 11, 2021 | $1.0B | $1.0B | 13 | 8 | 0 | n/a | n/a |
| 2019 | Mar 4, 2020 | $888M | $878M | 12 | 8 | 0 | n/a | n/a |
| 2018 | Mar 1, 2019 | $833M | $824M | 12 | 8 | 0 | n/a | n/a |
| 2017 | Mar 8, 2018 | $760M | $750M | 12 | 9 | 0 | n/a | n/a |
| 2016 | Mar 10, 2017 | $634M | $625M | 12 | 9 | n/a | n/a | n/a |
| 2015 | Mar 23, 2016 | $549M | $525M | 10 | 8 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $525M | $512M | 8 | 6 | n/a | n/a | n/a |
| 2013 | Feb 4, 2014 | $440M | $434M | 8 | 6 | n/a | n/a | n/a |
| 2012 | Jan 31, 2013 | $372M | $362M | 8 | 6 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $352M | $340M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 10.0% | 0 | 1 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.7B | $1.5B | 11.7% | $1.0B | 18.3% | 16 | 15 | 0 | 0 |