Track the AUM, funds, and holdings for Wetherby Asset Management over time. The investment and financial advisory firm in San Francisco has more than $5.3 billion in assets under management (AUM). Of the 98 firms that applied, 50 were recognized on the ranking, representing approximately 50%. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Information contained in third-party articles was prepared by independent outside parties, and the accuracy of any such information may have changed since the article was published. She remains the firm’s CEO to this day, and holds chartered financial analyst (CFA) and a certified financial planner (CFP) certifications. Please note that as a registered investment advisory firm with the U.S. Securities and Exchange Commission, Wetherby and our affiliated people are restricted from using any form of testimonial relating to our investment advisory services. Toggle navigation. While Wetherby did not pay a fee to participate in consideration of this accolade, Wetherby does pay Barron’s for subsequent enhanced advertising and promotion of the accolade. Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns. HTTPS://WWW.WETHERBY.COM US stock market today: stock quotes, stock screener, stock charts, insiders trading, market news, portfolio tracking, and cryptocurrencies. Wetherby does not guarantee the accuracy or completeness of information in these articles and assumes no liability for damages resulting from or arising out of the use of such information. Should any specific funds or securities be mentioned in a third-party article, it may not be reflective of any funds or securities recommended by Wetherby, nor should it be considered an investment recommendation or investment advice. • SAN FRANCISCO, CA How do I update this listing? This doesn’t preclude the firm from selling investments on a shorter-term basis, though, as market conditions may call for such a move. This firm also appears on our ranking of San Francisco top financial advisors. You must have a subscription to view WhaleScore histories. email address below and choose 'Submit'. View Last Form Adv Compilation Report on Record, https://www.facebook.com/Wetherby-Asset-Management-155988221107263/. On its website, Wetherby cites the three main components of its portfolio construction process: Wetherby Asset Management uses a simple fee schedule that varies depending on the size of your portfolio. However, clients who direct the firm to manage any unsupervised assets should keep in mind that Wetherby can charge fees on such assets. Wetherby Asset Management is a San Francisco-based registered investment advisor (RIA) with an additional office in New York City. It should not be assumed that any information contained serves as a substitute for, personalized investment advice from Wetherby or an investment agreement. San Francisco, CA 94104 2019 Barron’s has released their 2019 Top 50 RIA Firms to recognize industry leaders across the nation, and Wetherby Asset Management is proud to be recognized among this strong business community that, held to a fiduciary duty, are putting client interests first. This group is dominated by high-net-worth individuals, but also includes non-high-net-worth individuals and various institutional clients. Wetherby Asset Management's largest holding is Apple Inc with shares held of 159,411. AND MANAGING DIRECTOR OF PARENT COMPANY. Phone: 415-399-9159, One Rockefeller Plaza, Suite 2610 This customization takes into accounts factors like their risk tolerance, time horizon, liquidity requirements and investing objectives. Subscribe to WhaleWisdom to view all filing data Firm Details for WETHERBY ASSET MANAGEMENT, Location: California, AUM = 5340918623.00, Last Form ADV Filed : 30-March-2020, Officers: HAUSWIRTH, CHRISTOPHER, SHANNON, WETHERBY, DEBRA, LEE, JACOBI, ALLAN, KIRK. Compare against similar firms. Therefore, each client’s portfolio has a unique set of circumstances and, consequently, investment results. SHAREHOLDER AND DIRECTOR OF HOLDING COMPANY. Also, scroll over any city to learn about the cost of living in retirement for that location.

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