Debra
Wetherby
Wetherby Asset Management
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About this Advisor
Debra Wetherby is a certified financial planner and chartered financial analyst based out of San Francisco, California who has 20 years of industry experience. Wetherby currently works for Wetherby Asset Management. They have been an employee of Wetherby Asset Management for their whole career. Wetherby maintains a Series 63 license, certifying them as a securities representative, and is able to work in California and Texas. Wetherby Asset Management is an advisory business that has its headquarters in San Francisco, CA. It has offices in three locations and a total of 89 advisors. It administers $7 billion in total assets across its 3,790 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to nine charities and foundations. Of its 3,790 customer accounts, 89% are associated with high-net-worth individuals who have more than $1 million in assets. The business provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which service is provided. Fees charged by Wetherby Asset Management most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wetherby Asset Management Brokerage Details
$6,531,453,415
89
3,790
$1,723,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Debra Wetherby Work History
Debra has been registered as a financial advisor for 20 years.*
Wetherby Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Debra Wetherby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wetherby Asset Management
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
