We’re now LNW! We hope you’ll join us on our new profile. ————- Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for families and individuals with significant wealth. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities. As of January 2022, our firm has joined forces with the highly regarded Seattle-based Laird Norton Wealth Management, expanding our expertise in a variety of wealth management disciplines. Please see https://wetherby.com/disclosures/ for important disclosures.
View Top Employees from Wetherby Asset Management| Website | http://www.wetherby.com |
| Revenue | $36 million |
| Employees | 102 (102 on RocketReach) |
| Founded | 1990 |
| Address | 580 California Street 8th Floor, San Francisco, California 94104, US |
| Phone | (415) 399-9159 |
| Fax | (415) 399-9330 |
| Technologies |
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| Industry | Investment Management, Investment Banking, Banking, Independent Financial Advice, Finance, Financial Services, Wealth Planning, Lending and Investments, Consulting, Venture Capital |
| Web Rank | 5 Million |
| Keywords | Wetherby Asset Management, Debra Wetherby, San Francisco Asset Management Companies |
| Competitors | Aspiriant, Baker Street Advisors, Brighton Jones, Threshold Group, Wipfli Financial Advisors |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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Wetherby Asset Management Questions
The Wetherby Asset Management annual revenue was $36 million in 2024.
Trevor Hicks is the Chief Compliance Officer of Wetherby Asset Management.
102 people are employed at Wetherby Asset Management.
Wetherby Asset Management is based in San Francisco, California.
The NAICS codes for Wetherby Asset Management are [523, 52, 52393, 5239].
The SIC codes for Wetherby Asset Management are [62, 628].
Top Wetherby Asset Management Employees
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ViewJustina Lai
Chief Impact Officer and Shareholder at Wetherby Asset Management
San Francisco, California, United States12 -
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Christy Covalesky
Wealth Manager at Wetherby Asset Management
Palo Alto, California, United States35+ -
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