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Wetherby Asset Management Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Wetherby Asset Management, headquartered in San Francisco, delivers nuanced investment guidance and full-spectrum wealth planning for high-net-worth families and individuals. As an independent advisory firm, it emphasizes objective, unbiased financial counsel tailored to each client's unique needs and priorities. In January 2022, the firm joined forces with Seattle-based Laird Norton Wealth Management, expanding its range of wealth-management capabilities. The organization serves clients seeking tailored guidance through complex financial decisions.

With a mid-sized footprint, the firm operates within the financial services industry. Its San Francisco base places it in the West Coast wealth management market.

Find Wetherby Asset Management employees' phone numbers or email addresses

Wetherby Asset Management Global Highlights

Location
Employees

North America
57

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  • United States Of America
    57

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Wetherby Asset Management's Leadership

  • Stylized image of a person
    D. W.
    Chief Technology Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Senior Operations Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. J.
    Financial Advisor
    Phone icon
    Mobile Phone

Wetherby Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Analytics
  • Operations
  • Human Resources
  • Administrative
  • Other
  • Business Development
  • Banking
  • Accounting
  • Arts & Design

Contact profiles from Wetherby Asset Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. W.
    Chief Technology Officer
    Phone icon
    Mobile Phone
    Jun 03, 2026
  • Stylized image of a person
    B. B.
    Senior Operations Associate
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    K. J.
    Financial Advisor
    Phone icon
    Mobile Phone
    Apr 24, 2025

Frequently Asked Questions

What is Wetherby Asset Management known for?

Minus sign iconPlus sign iconWetherby Asset Management was founded in 1990 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-415-399-****
. Explore Wetherby Asset Management's company overview page for more information.

What is Wetherby Asset Management's most common email format?

Minus sign iconPlus sign iconWetherby Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wetherby Asset Management email formats with LeadIQ.

How many employees does Wetherby Asset Management have currently?

Minus sign iconPlus sign iconWetherby Asset Management has approximately 83 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Wetherby Asset Management's key employees and leadership?

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As of July 2026, Wetherby Asset Management's key employees include:

  • Chief Technology Officer: D. W.
  • Senior Operations Associate: B. B.
  • Financial Advisor: K. J.

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