Code Waechter LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated January 26, 2026, reports $409M in regulatory assets under management, 9 employees, and 1,168 accounts.
Assets Under Management
$409M
Employees
9
Offices
--
Total Clients
324
Primary office
TAMPA, FL
4890 W. KENNEDY BLVD., SUITE 680, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.3% of total clients.
Top client categories% of clientsClients
1
Individuals
58.3%
189
2
HNWI
41.0%
133
3
Charitable
0.3%
1
4
Corporations
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$409Mas of January 26, 2026
Discretionary100.0%
$409M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$409M
Total Accounts1,168
10Y AUM Change+$306M (+297.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee36:1
10Y Employee Change+2 (+28.6%)
* 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.