Wealth Management Advisor, Partner · Weatherly Asset Management
Brooke B. Kelly
CRD 6735821 · 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 Brooke B. Kelly 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
Brooke’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
- Brenton B. ArmstrongWealth Management Advisor, Partner, Weatherly Asset Management
- Kelli M. BurgerWealth Management Advisor, Partner, Weatherly Asset Management
- Lindsey J. ThompsonDirector of Strategy & Resources, 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 Brooke’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.