Weatherly Asset Management
Overview
Weatherly Asset Management, established in 1994, is a private investment firm headquartered in Del Mar, California. The firm specializes in providing comprehensive wealth management services to high-net-worth individuals, small businesses, and institutional clients. Their primary focus is on money management, offering individually tailored accounts to maximize wealth preservation and growth over time. In addition to investment management, Weatherly provides services such as retirement planning, tax planning, philanthropic strategies, financial planning, and estate planning. The firm's investment approach encompasses a range of asset classes, including fixed income, equity, and alternative investments. They cater to various stages of investment, from growth and late-stage investments to pre-IPO, buyouts, turnarounds, and distressed situations. Weatherly's geographical focus is primarily within the United States, serving clients across the nation. The firm has a diverse portfolio, investing in multiple industries such as financial services, healthcare, technology, consumer goods, energy, real estate, industrial goods, materials, telecommunications, utilities, consumer services, basic materials, financial technology, media, transportation, and retail. Weatherly Asset Management has a track record of managing substantial assets, with approximately $1.5 billion under management across over 1,300 accounts. The firm employs a team of experienced advisors dedicated to providing personalized financial guidance and investment strategies tailored to each client's unique needs and goals. Their commitment to client education and open dialogue sets them apart in the wealth management industry, aiming to create an environment of trust and understanding for their clients.
Reach Weatherly Asset Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Weatherly Asset Management
What sectors does Weatherly Asset Management invest in?
Weatherly Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Del Mar, California, United States. Weatherly Asset Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Weatherly Asset Management invest at?
Weatherly Asset Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Weatherly Asset Management invest in?
Weatherly Asset Management invests across United States.
Who are the partners at Weatherly Asset Management?
Team members listed for Weatherly Asset Management include Brent Armstrong (Wealth Management Advisor, Partner).
How do I contact Weatherly Asset Management?
Weatherly Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
