Weatherly Asset Management LP
● SEC registered since 1995CRD 106935SEC# 801-48177Del Mar, CA
Reg. AUM
$1.68B
Employees
16
Accounts
1,348
Location
Del Mar, CA
Weatherly Asset Management LP assets under management
Weatherly Asset Management LP is a registered investment adviser overseen by the SEC based in Del Mar, CA. The firm has been registered since 1995. It reports $1.7 billion in regulatory assets under management and employs 16 people.
Weatherly Asset Management LP owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenton Boyle Armstrong | Wealth Management Advisor, Partner | 5-10% | 2024 |
| Brooke Boone Kelly | Wealth Management Advisor, Partner | 5-10% | 2025 |
| Carolyn Person Taylor Control | Limited Partner, Chief Compliance Officer | 50-75% | 1994 |
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Join to unlock · $37/moFrequently asked questions
How much does Weatherly Asset Management LP manage?
Weatherly Asset Management LP reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Weatherly Asset Management LP have?
Weatherly Asset Management LP reports 16 employees.
Where is Weatherly Asset Management LP located?
Weatherly Asset Management LP is based in Del Mar, CA and has been SEC-registered since 1995.
Does Weatherly Asset Management LP disclose fund performance?
Weatherly Asset Management LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 832 Camino del Mar, Suite 4, Del Mar, CA 92014 |
| Phone | 858-259-4507 |
| Fax | 858-259-0782 |
| Office hours | 6:00a.m. - 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.68B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.68Bregulatory AUM
Discretionary $1.66BNon-discretionary $13.1M