OverviewSuggest Edit

    Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities.

    Wetherby is an independent SEC Registered Investment Advisor that manages over $4 billion in assets as of September 30, 2016. We are headquartered in San Francisco with an additional office in New York.

    HQSan Francisco, US

    Latest Updates

    Employees (est.) (Sept 2020)71
    Cybersecurity ratingAMore

    Key People/Management at Wetherby

    Trevor Hicks

    Trevor Hicks

    Chief Technology Officer, Chief Compliance Officer and Shareholder
    Stephen Janowsky

    Stephen Janowsky

    Chief Operating Officer, Chief Financial Officer and Shareholder
    Brandon Smith

    Brandon Smith

    Director of Estate Planning
    Justina Lai

    Justina Lai

    Chief Impact Officer and Shareholder
    Show more

    Wetherby Office Locations

    Wetherby has offices in San Francisco, Los Angeles and New York
    San Francisco, US (HQ)
    580 California Street, 580 California St, San Francisco
    Los Angeles, US
    1801 Century Park E #2500
    New York, US
    1 Rockefeller Plaza #2610
    Show all (3)

    Wetherby Financials and Metrics

    Summary Metrics

    Founding Date


    Wetherby Cybersecurity Score

    Cybersecurity ratingPremium dataset



    SecurityScorecard logo

    Wetherby Online and Social Media Presence

    Embed Graph

    Wetherby News and Updates

    £1.6m Wetherby business park scheme creates 30 new jobs

    A raft of new jobs have been created in a North Yorkshire business park as the scheme reaches full occupancy. Harrogate-based developer Marrtree has announced that its business park next to Thorp Arch Estate near Wetherby is now fully let. Totalling 20,000 sq ft, the £1.6m development comprises a ra…

    New Wetherby care home to create nearly 50 jobs

    A residential and dementia care home opening in Wetherby is set to create dozens of jobs. Once fully staffed, Windsor Court will employ almost 50 people across managerial, carer, kitchen, domestic, hospitality and administration roles. Developer LNT Care Developments is on site at Sandbeck Way deliv…

    Wetherby Whaler nets Wakefield fish and chip restaurant with drive-thru

    Leisure operator The Wetherby Whaler Group has added to its portfolio with the acquisition of The Empire chippy in Wakefield. Wetherby Whaler has retained all 30 of the The Empire’s employees, bringing its groupwide headcount to 240. The fish and chip restaurant and takeaway was founded in 1995 and …

    HMYOI Wetherby inspection finds 'real progress but violence needs to be addressed'

    Wetherby – a young offender institution in Yorkshire with 231 boys aged between 15 and 18, including 40 in the specialist Keppel unit for the most vulnerable and challenging young people in the national detention system – was found by inspectors to have made “very real progress” in the last year. re…

    Wrapping Chocolate Treat Is Child’s Play For Tisomi Packaging

    Tisomi Packaging Machinery’s flow wrapper is helping an artisan confectioner deliver a fun experience for children in the shape of a dairy free, organic chocolate treat, accompanied by a selection of environmentally friendly self-assembly toys. Posted via Industry Today. Follow us on Twitter @Indust…

    Wetherby Frequently Asked Questions

    • When was Wetherby founded?

      Wetherby was founded in 1990.

    • Who are Wetherby key executives?

      Wetherby's key executives are Trevor Hicks, Stephen Janowsky and Brandon Smith.

    • How many employees does Wetherby have?

      Wetherby has 71 employees.

    • Who are Wetherby competitors?

      Competitors of Wetherby include Green Alpha Advisors, Sciety and Military Veteran Partners.

    • Where is Wetherby headquarters?

      Wetherby headquarters is located at 580 California Street, 580 California St, San Francisco, San Francisco.

    • Where are Wetherby offices?

      Wetherby has offices in San Francisco, Los Angeles and New York.

    • How many offices does Wetherby have?

      Wetherby has 3 offices.