Wetherby

    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.

    TypePrivate
    Founded1990
    HQSan Francisco, US
    Websitewetherby.com

    Latest Updates

    Employees (est.) (Sep 2019)73(-2%)

    Key People/Management at Wetherby

    Theresa Arroyo

    Theresa Arroyo

    Core Operations Manager
    Keiko Y. Callihan

    Keiko Y. Callihan

    Core Operations Associate
    Noel Campbell

    Noel Campbell

    Investment Associate
    Jennifer Chan

    Jennifer Chan

    Senior Investment Associate
    Jason Cheng

    Jason Cheng

    Help Desk Associate
    Kent Chu

    Kent Chu

    Business Systems Analyst
    Show more

    Wetherby Office Locations

    Wetherby has offices in San Francisco and New York
    San Francisco, US (HQ)
    580 California Street, 580 California St, San Francisco
    New York, US
    1 Rockefeller Plaza #2610
    Show all (2)

    Wetherby Financials and Metrics

    Summary Metrics

    Founding Date

    1990

    Wetherby Online and Social Media Presence

    Embed Graph

    Wetherby News and Updates

    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 Theresa Arroyo, Keiko Y. Callihan and Noel Campbell.

    • How many employees does Wetherby have?

      Wetherby has 73 employees.

    • Who are Wetherby competitors?

      Competitors of Wetherby include The CAPROCK Group, Communitas Financial Planning and Trillium Asset Management.

    • 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 and New York.

    • How many offices does Wetherby have?

      Wetherby has 2 offices.