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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-10-1995
- Office Locations
- 1
Office Locations
About Weatherly Asset Management
Weatherly Asset Management is a Del Mar, CA RIA providing customized, tax-efficient portfolio management alongside financial, family and business planning, philanthropic strategies, and wealth/estate guidance. The firm serves entrepreneurs, small business owners, professionals and “working wealthy” families, with a dedicated focus on women in transition; it is majority-owned by women and supports client access via a Tamarac portal with Schwab and Fidelity custody.
Team overview
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Asset Classes
Client Personas
Custodian
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CAROLYN PERSON TAYLOR
Chief Compliance Officer, Limited Partner, President
- CRD
- #1258663
- Ownership
- 50% but less than 75%
BRENTON BOYLE ARMSTRONG
PARTNER, Wealth Management Advisor
- CRD
- #5491179
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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AUBREY MCKEE BROWN
Wealth Management Advisor
- CRD
- #6205315
Sally Hisako Eisenberg
Advisor
- CRD
- #7767409
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,664,879,238 | $1,263,186 |
| Non-Discretionary | $13,074,671 | $435,822 |
| Total | $1,677,953,909 | $1,244,773 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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