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- Custodian
- Broadridge · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-19-2017
- Office Locations
- 2
Office Locations
About Code Waechter LLC
Code Waechter, LLC is a fee-based, fiduciary RIA serving high-net-worth individuals and business owners with holistic financial planning and investment management for personal and business goals. The multigenerational team brings 100+ years of combined experience and maintains advanced designations (e.g., CFP, CFA). They use eMoney to monitor clients’ full financial picture and emphasize ongoing education and communication.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT THOMAS WAECHTER
Certified Financial Planner, PRINCIPAL
- CRD
- #5365962
- Ownership
- 50% but less than 75%
BRIAN EDWARD CODE
Certified Financial Planner, PRINCIPAL
- CRD
- #872219
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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JORDAN PATRICK CODE
Principal
- CRD
- #5045761
Showing 1 of 5 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $409,020,241 | $350,189 |
| Non-Discretionary | $0 | -- |
| Total | $409,020,241 | $350,189 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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