Data / Investment advisers / California / Weatherly Asset Management
Weatherly Asset Management, Del Mar, CA: $1.7 billion AUM, SEC registered investment adviser
Weatherly Asset Management is an SEC registered investment adviser with its main office in Del Mar, California and reports $1.7 billion in regulatory assets under management in its Form ADV filed February 25, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 106935
- SEC file number
- 801-48177
- SEC status
- Approved, effective January 10, 1995
- Legal name
- Weatherly Asset Management LP
- Main office
- 832 Camino Del Mar, Suite 4, Del Mar, CA 92014
- Phone
- (858) 259-4507
- Regulatory AUM
- $1,677,953,909 in the Form ADV filed February 25, 2026
- Discretionary AUM
- $1,664,879,238
- Non discretionary AUM
- $13,074,671
- Accounts
- 1,348
- Employees
- 16, of which 10 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 281 | $1.58 billion |
| Pension and profit sharing plans | 5 | $45.7 million |
| Individuals (other than high net worth individuals) | 90 | $38.7 million |
| Corporations or other businesses | 2 | $5.4 million |
| Charitable organizations | 3 | $3.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.68 billion | February 25, 2026 |
| December 1, 2025 | $1.50 billion | March 3, 2025 |
Other advisers in California
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vivo Capital, LLC | Palo Alto | $6.10 billion | 16 | adviserinfo.sec.gov |
| Snyder Capital Management LP | San Francisco | $6.09 billion | 2 | adviserinfo.sec.gov |
| KCM Investment Advisors | Greenbrae | $6.02 billion | Not listed | adviserinfo.sec.gov |
| Capital Research & Consulting LLC | Pasadena | $5.99 billion | Not listed | adviserinfo.sec.gov |
| Parallax Volatility Advisers, L.P. | San Francisco | $5.98 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Weatherly Asset Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.