Wetherby Asset Management, based in San Francisco, CA, is ranked No. 13 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $7.2B
Years in Business:Â 33
Accounts Under Management: 603
Previous appearances on FA 100 List:Â 1 (No. 20 in 2022)
Principals:
Deb Wetherby, Managing Partner & Shareholder
Chris Hauswirth, Wealth Manager & Shareholder
Contact:
580 California Street, 8th Floor, San Francisco, CA 94104
(415) 399-9159
