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WACKER WEALTH PARTNERS, LLC
WACKER WEALTH PARTNERS, LLC
SAN LUIS OBISPO, California
·
10 registered advisors
·
CRD# 145931
SEC# 801-68752
1
805-541-1308
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WACKER WEALTH PARTNERS, LLC
10 registered advisors
Alexander No Mi Pock
SAN LUIS OBISPO, California
CRD# 6267856
Bryan Matthew Krill
SAN LUIS OBISPO, California
CRD# 3115314
Joan Clare Wenglikowski
SAN LUIS OBISPO, California
CRD# 5488497
Mary Teresa Rose
SAN LUIS OBISPO, California
CRD# 2698233
Matthew Randall Wilson
SAN LUIS OBISPO, California
CRD# 4177033
Megan Ashley Carden
SAN LUIS OBISPO, California
CRD# 6758688
Patrick Colm O'hara
SAN LUIS OBISPO, California
CRD# 2446216
Robert Eugene Wacker
SAN LUIS OBISPO, California
CRD# 2053207
Ryan Nicholas Caldwell
SAN LUIS OBISPO, California
CRD# 5614149
Sarah Pazdan
SAN LUIS OBISPO, California
CRD# 7225085
05
Office Locations
SAN LUIS OBISPO, California
10 advisors
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Data sourced from SEC Form ADV filings. WACKER WEALTH PARTNERS, LLC (CRD# 145931) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.