Wetherby Asset Management

WETHERBY ASSET MANAGEMENT is a registered CA Corporation that currently serves 4 clients and has 69 employees, 40 of whom work in advisory roles. The firm's SEC status is approved, with a registration date of Apr 27, 1990, making it a well-established company in the financial industry.

• ALLAN KIRK JACOBI

  PRINCIPAL owns more than 10% but less than 25%

• CHRISTOPHER SHANNON HAUSWIRTH

  PRINCIPAL/DIRECTOR OF ALTERNATIVE INVESTMENTS owns more than 10% but less than 25%

• DARRELL ADAMS

  SHAREHOLDER owns more than 5% but less than 10%

• DEBRA LEE WETHERBY

  PRINCIPAL/CHIEF EXECUTIVE OFFICER owns more than 10% but less than 25%

• JOHN MICHAEL OLSON

  PRINCIPAL, CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER owns less than 5%

• SAMUEL RICHARD KARETSKY

  PRINCIPAL/WEALTH MANAGER owns more than 5% but less than 10%

• STEPHEN TODD JANOWSKY

  PRINCIPAL / CHIEF OPERATING OFFICER owns less than 5%

• CHARLES SCHWAB & CO., INC.
  United States

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• Insights into Wetherby Asset Management Inc's Investment Strategy Shifts in Q3-Q4 2022 Revealed through CSV Analysis

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