Catering to high net worth clients with at least $10 million to invest, the firm’s 40 financial advisors provide service to 500-plus clients and oversee roughly $4.85 billion in assets under management (AUM). Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Phone: 212-292-4809, 1801 Century Park East, Suite 2500 Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research, Bank of America® Travel Rewards Visa® Credit Card Review, Capital One® Quicksilver® Cash Rewards Credit Card Review, Council for Community and Economic Research. ...or to simply have an email sent to you whenever we receive a new In 1990, Deb Wetherby left her job at Morgan Stanley to found Wetherby Asset Management. “It’s an honor to be recognized on this list,” noted CEO and Founder, Deb Wetherby. A copy of Wetherby’s current ADV Part 2 & 3 discussing our advisory services, fees and other relevant information is available upon request. For the 2019 Top RIA Firms ranking, Barron’s invited approximately 200 Registered Investment Advisory firms with a minimum of $1.5 billion in assets under management to submit survey responses for consideration. The Top 25 High-Net-Worth Advisors in 2016, Wetherby Asset Management The Story Behind the Trend, https://www.barrons.com/articles/are-ria-firms-growing-too-fast-the-story-behind-the-trend-51568420132. All information is accurate as of the writing of this article. While Wetherby did not pay a fee to participate in consideration of this accolade, Wetherby … Weatherby adheres to a minimum account size of $10 million. These investment strategies may or may not be appropriate to incorporate in our client portfolios. Experience summary . Phone: 213-855-4300. For the 2019 Top RIA Firms ranking, Barron’s invited approximately 200 Registered Investment Advisory firms with a minimum of $1.5 billion in assets under management to submit survey responses for consideration. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. Firm Information: Value: Overall Rating: Advisors Directory View Directory: Avg Advisor Years Registered 9 Minimum Investment: … Links to third-party content are provided for convenience only; Wetherby cannot assure the accuracy or completeness of the information and no warranty is either expressed or implied by its presentation. Plus, the firm is led by a woman – Deb Wetherby – and she’s not only a role model but has cultivated the values that are important to me. No warranty is either expressed or implied by its presentation. Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns. Wetherby Asset Management remains rooted in our founding values of independence, integrity and a strong commitment to client service. New York, NY 10020 New York, NY 10020 SIT/KIM INTERNATIONAL INVESTMENT ASSOCIATES, INC. SIT/KIM INTERNATIONAL INVESTMENT ASSOCIATES II, LLC, PRINCIPAL/DIRECTOR OF RESEARCH & WEALTH MANAGER. All content presented on the Wetherby Asset Management (“Wetherby”) website is for informational purposes only and is from sources believed to be reliable. All rights reserved. {"search": "https://aum13f.com/search", "clicked": "https://aum13f.com/clicked", "portfolio_add": "https://aum13f.com/portfolio-add", "portfolio_remove": "https://aum13f.com/portfolio-remove", "portfolio_create": "https://aum13f.com/portfolio-create", "portfolio_activate": "https://aum13f.com/portfolio-activate", "portfolio_delete": "https://aum13f.com/portfolio-delete", "portfolio_rename": "https://aum13f.com/portfolio-rename", "portfolio_color": "https://aum13f.com/portfolio-color", "home_filter": "https://aum13f.com/filter", "htmlspeed": "https://aum13f.com/htmlspeed", "add_tag_firm": "https://aum13f.com/add-tag-firm", "add_tag_click": "https://aum13f.com/add-tag-click", "stripe_checkout": "https://aum13f.com/stripe_checkout"}, {"uid": 9053527, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}.