Weatherly Asset Management is an SEC registered investment adviser organized as a limited partnership with a primary office location in Del Mar, CA. Its latest Form ADV filing, dated February 25, 2026, reports $1.7B in regulatory assets under management, 16 employees, and 1,348 accounts.
Assets Under Management
$1.7B
Employees
16
Offices
--
Total Clients
381
Primary office
DEL MAR, CA
832 CAMINO DEL MAR, SUITE 4, DEL MAR, CA, United States
Top client segmentHNWI represent 73.8% of total clients.
Top client categories% of clientsClients
1
HNWI
73.8%
281
2
Individuals
23.6%
90
3
Pension Plans
1.3%
5
4
Charitable
0.8%
3
5
Corporations
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of February 25, 2026
Discretionary99.2%
$1.7B
99% of total RAUM99.2%
Non-discretionary0.8%
$13M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts1,348
10Y AUM Change+$1.0B (+164.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee24:1
10Y Employee Change+4 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.