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WACKER WEALTH PARTNERS, LLC

SAN LUIS OBISPO, CA · CRD 145931 · IAPD ↗ · 805-541-1308

$1.14BRegulatory AUM
12Advisory reps
22Employees
0Clients
More than 500Planning clients
3Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
August 2024 — WACKER WEALTH PARTNERS, LLC (SAN LUIS OBISPO, CA) left the SEC roster (was $1.14B RAUM, 12 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.