Code Waechter LLC
● SEC registered since 2020CRD 289372SEC# 801-119308Tampa, FL
Reg. AUM
$409M
Employees
9
Accounts
1,168
Location
Tampa, FL
Code Waechter LLC assets under management
Code Waechter LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2020. It reports $409 million in regulatory assets under management and employs 9 people.
Code Waechter LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Edward Code | Principal | 10-25% | 2018 |
| Lauren Gail Gretchen | Cco | Under 5% | 2020 |
| Michael John Stump | Principal | 10-25% | 2023 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Code Waechter LLC manage?
Code Waechter LLC reports $409 million in regulatory assets under management on its Form ADV.
How many employees does Code Waechter LLC have?
Code Waechter LLC reports 9 employees.
Where is Code Waechter LLC located?
Code Waechter LLC is based in Tampa, FL and has been SEC-registered since 2020.
Does Code Waechter LLC disclose fund performance?
Code Waechter LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4890 W. Kennedy Blvd., Suite 680, Tampa, FL 33609 |
| Phone | 813-287-8775 |
| Fax | 813-281-5394 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$409M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$409Mregulatory AUM
Discretionary $409M