WEATHERLY ASSET MANAGEMENT

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2-2 YoYRank #4804 of mapped providers

Assets under administration$8.8B0.0%Market share · rank #1326

Fees received$60,130Median $30,065/planSum across Schedule C direct + indirect

Net wins YoY-20 won · 2 lostPlan-level switch detection

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