Wacker Wealth Partners Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 1988

Year Founded

  • AUM

Wacker Wealth Partners General Information

Description

Wacker Wealth Partners (WWP) was an investment advisory firm based in San Luis Obispo, California. Established in 1988, the firm offers financial, investment advisory, and management services to its clients. It also offers wealth management services, which included ongoing discretionary investment management services and all-encompassing financial planning such as retirement planning, insurance, and risk management issues, tax & estate issues, cash flow & debt management for the clients. The assets of the firm are managed by the executive management team. This firm was a Registered Investment Adviser (RIA). The firm was acquired by EP Wealth Advisors on April 02, 202.

Contact Information

Website
www.wackerwealthpartners.com
Formerly Known As
R. E. Wacker Associates
Year Founded
1988
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Corporate Office
  • 892 Aerovista Place
  • Suite 220
  • San Luis Obispo, CA 93401
  • United States

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Wacker Wealth Partners Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Wacker Wealth Partners FAQs

  • When was Wacker Wealth Partners founded?

    Wacker Wealth Partners was founded in 1988.

  • Where is Wacker Wealth Partners headquartered?

    Wacker Wealth Partners is headquartered in San Luis Obispo, CA.

  • How many Assets Under Management (AUM) does Wacker Wealth Partners have?

    Wacker Wealth Partners has in assets under management.

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