RIA Intel›Advisers›California›WACKER WEALTH PARTNERS, LLC

WACKER WEALTH PARTNERS, LLC

Advisory

N·SAN LUIS OBISPO, CA

Data as of Mar 29, 2024 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+11.2%

3-Year CAGR

+2.8%

Employees

12

Assets Under Management

Total AUM$1.1B

Discretionary AUM$1.1B

Non-Discretionary AUM$2M

Discretionary %99.8%

Total Clients—

Team

Total Employees12

Investment Advisers22

Employee Growth (1Y)—

Filing History

Total Filings on Record39

First FilingJan 4, 2008

Latest FilingMar 29, 2024

🔒 Full AUM trend chart and 39 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WACKER WEALTH PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.