Wacker Wealth Partners LLC
Legal Name: WACKER WEALTH PARTNERS, LLC
Full Contact Details
Wacker Wealth Partners LLC
892 AEROVISTA PLACE, SUITE 220, SAN LUIS OBISPO, CA
805-541-1308
805-541-5517
Other Info
Wacker Wealth Partners LLC is a California-based Limited Liability Company with 17 employees, of which 12 are in advisory roles. They currently serve one client and have been approved by the U.S. Securities and Exchange Commission since January 4, 2008.
Wacker Wealth Partners | Financial Planning and Investment Management San Luis Obispo
Based in San Luis Obispo, CA, our fiduciary financial planning and investment management firm helps clients chart the course for their life’s vision.
Direct Owners
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ALEXANDER NO MI POCK
DIRECTOR OF INVESTMENT OPERATIONS owns less than 5%
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BRYAN MATTHEW KRILL
CO-MANAGING MEMBER(10/2013) / CCO (02/2004-10/2013 & 1/16) / COO (1/2008) / PRESIDENT (1/2018) owns more than 10% but less than 25%
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JOAN CLARE WENGLIKOWSKI
MEMBER owns more than 5% but less than 10%
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MARY TERESA ROSE
MEMBER owns less than 5%
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MATTHEW RANDALL WILSON
MEMBER owns more than 10% but less than 25%
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PATRICK COLM O'HARA
MEMBER owns more than 10% but less than 25%
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ROBERT EUGENE WACKER
MEMBER owns more than 10% but less than 25%
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RYAN NICHOLAS CALDWELL
MEMBER/CO-MANAGING MEMBER(1/1/2018)/CHIEF EXECUTIVE OFFICER (1/1/2018) owns more than 10% but less than 25%
Custodians
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CHARLES SCHWAB & CO., INC.
United States