R. E. Wacker Wealth Partners, LLC (San Luis Obispo)

Name: R. E. Wacker Wealth Partners, LLC
Address: 973 Higuera Street, Suite A, San Luis Obispo, CA, 93401
Telephone: 805-541-1308

R. E. Wacker Wealth Partners, LLC is a large advisory firm based in San Luis Obispo. It manages $690.46 million of regulatory assets for 536 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, California, North Carolina, Texas, and Washington.

R. E. Wacker Wealth Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

R. E. Wacker Wealth Partners: assets under management

The assets under management (AUM) of R. E. Wacker Wealth Partners, LLC is $690.46 million. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $688.61 million in discretionary accounts and $1.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.29 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $616.27 thousand.

R. E. Wacker Wealth Partners has custody of $36.12 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay R. E. Wacker Wealth Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at R. E. Wacker Wealth Partners, LLC

Robert Eugene Wacker has been acting as President since 1 Jan 2008. Matthew Randall Wilson joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Eugene Wacker	President	1 Jan 2008	50% - 75%	2053207
Bryan Matthew Krill	Chief operating officer	1 Jan 2008	Other	3115314
Matthew Randall Wilson	Member	1 Oct 2013	Other	4177033
Alexander No Mi Pock	Chief compliance officer	1 Oct 2013	Other	6267856
Patrick Colm O'hara	Member	1 Oct 2013	Other	2446216
Ryan Nicholas Caldwell	Member	1 Oct 2013	Other	5614149
Joan Clare Wenglikowski	Member	1 Oct 2013	Other	5488497
Mary Teresa Rose	Member	1 Oct 2013	Other	2698233

Based in San Luis Obispo

The principal office where R. E. Wacker Wealth Partners, LLC performs its advisory services is located at 973 Higuera Street, Suite A, San Luis Obispo, CA 93401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-541-1308 or by fax 805-541-5517. The normal business hours are 8:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.rewacker.com.