Wealth Management Advisor, Partner · Weatherly Asset Management
Brenton B. Armstrong
CRD 5491179 · Named on Form ADV at one SEC-registered adviser
At a glance
Weatherly Asset Management, an SEC-registered wealth manager based in Del MAR, CA with $1.7 billion in regulatory assets, lists Brenton B. Armstrong on its Form ADV as Wealth Management Advisor, Partner.
Firms and roles
- Weatherly Asset ManagementWealth Management Advisor, PartnerWealth manager · Del MAR, CA · $1.7B in regulatory assets
AtlasMembers
Brenton’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Carolyn P. TaylorLimited Partner, Chief Compliance Officer, Weatherly Asset Management
- Kelli M. BurgerWealth Management Advisor, Partner, Weatherly Asset Management
- Lindsey J. ThompsonDirector of Strategy & Resources, Partner, Weatherly Asset Management
- Brooke B. KellyWealth Management Advisor, Partner, Weatherly Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brenton’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.