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Wacker Wealth Partners, LLC
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Overview Share
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San Luis Obispo, California
$985.5 million AUM
1 office

Wacker Wealth Partners, LLC is based in San Luis Obispo, California and has $985.5 million in assets under management.

Location
892 Aerovista Place
Suite 220
San Luis Obispo, CA 93401
$985.5 million
AUM
19
Employees
AUM Share
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$985,469,691
Assets under management
638 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 173 $66,034,270 7% $381,701
High net worth individuals 429 $861,924,413 87% $2,009,148
Pooled investment vehicles 3 $1,128,751 0% $376,250
Pension and profit sharing plans 10 $16,990,724 2% $1,699,072
Charitable organizations 8 $23,503,607 2% $2,937,951
Other corporations or businesses 6 $8,408,798 1% $1,401,466
Employees Share
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19
Employees
12
Investment analysts
63% of total employees
AUM per employee Share
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$985,469,691
Assets under management
$51,866,826
AUM per employee
$82,122,474
AUM per investment analyst
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Compensation

Wacker Wealth Partners, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Wacker Wealth Partners, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 145,931
SEC number 801-68752
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date March 23, 2020

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Wacker Wealth Partners, LLC
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