Code Waechter LLC
Code Waechter LLC is an SEC-registered wealth manager in Tampa, FL with $409.0M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Code Waechter LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289372, SEC 801-119308, data through 2026-01-26.
- AUM (assets under management / regulatory AUM)
- $409.0M (2026-01-26)
- Firm type
- Wealth Manager
- Location
- Tampa, FL
- Employees
- 9
- Clients
- 324
- CRD
- 289372
- Ownership
- CODE, JORDAN, PATRICK; WAECHTER, SCOTT, THOMAS; Gretchen, Lauren, Gail; CODE, BRIAN, EDWARD; CODE WAECHTER HOLDINGS, LLC
How much AUM does Code Waechter LLC have?
Code Waechter LLC reported $409.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-26).
Who owns Code Waechter LLC?
Disclosed owners and executives of Code Waechter LLC include CODE, JORDAN, PATRICK, WAECHTER, SCOTT, THOMAS, Gretchen, Lauren, Gail, CODE, BRIAN, EDWARD, CODE WAECHTER HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.