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Wetherby

Wetherby Summary

Company Summary

Overview
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.
Type
Private
Status
Active
Founded
1990
HQ
San Francisco, CA, US | view all locations
Website
https://wetherby.com/
Cybersecurity rating
Sectors

Key People

  • Lauren Halloran

    Lauren Halloran, Chief Compliance Officer

  • Trevor Hicks

    Trevor Hicks, Chief Technology Officer

  • Stephen Janowsky

    Stephen Janowsky, Chief Operating Officer

  • Brandon Smith

    Brandon Smith, Director of Estate Planning

LocationsView all

4 locations detected

  • San Francisco, CA HQ

    United States

    580 California Street, 580 California St, San Francisco

  • Las Vegas, NV

    United States

    555 E Washington Ave #3900

  • Los Angeles, CA

    United States

    1801 Century Park E #2500

  • New York, NY

    United States

    1 Rockefeller Plaza #2610

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