Wetherby Asset Management Management Team
Contact top employees from
Wetherby Asset Management
Summary
Wetherby Asset Management is a private company that has been in the industry for 35 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Debra L. Wetherby. Its headquarters is located at San Francisco, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Wetherby Asset Management varies between 5.0M and 25M. To connect with Wetherby Asset Management employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Independent Financial Advice, Wealth Planning
SIC Code
6189, 6282, 6199
DMA Code
San Francisco Bay Area
Founded
1990
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
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Organization Website
Social Links
Phone Number
415-399-9159
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1989 | Public Company | 1.0K - 5.0K | 5.1B | $869.7M | |
| 1999 | Privately Held | 100 - 250 | 47.1M | $3.5M | |
| 1993 | Privately Held | 25 - 100 | 12.5M | $59.8M | |
| 2004 | Privately Held | 25 - 100 | 35.8M | $0 | |
| 2009 | Privately Held | 25 - 100 | 5M | $0 | |
| 1985 | Privately Held | 25 - 100 | 5M | $0 | |
| 1956 | Privately Held | 250 - 500 | 25M | $0 | |
| 1967 | Privately Held | 25 - 100 | 14.4M | $0 | |
| 2007 | - | 10-50 | - | $- | |
| - | - | 200-500 | - | $- |
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at Wetherby Asset Management shows a diverse range of experience levels:
8% for 1–2 years8% for 3–4 years15% for 5–7 years13% for 8–10 years58% have over 11 years of service at Wetherby Asset ManagementContact top employees from
Wetherby Asset Management
David Chan
Client Service Associate
Brenda Darcy
Human Resources Associate
Patrick Callihan
Client Service Manager
Paulyne Celeste Keefe
Finance and Accounting Manager
Debra Kuang
Wealth Manager
Robert Basso
Senior Client Service Associate
Andrea Huerta
Financial Operations Associate
Cameron Ribler
Wealth Advisor
Amin Baradaran
Wealth Advisor
Nichole Perry
Office Manager & Executive Assistant
