Wacker Wealth Partners, LLC

973 Higuera Street, Suite A

San Luis Obispo, CA 93401

805-541-1308

wackerwealthpartners.com

Asset Breakdown

Total AUM Total Accounts Avg. Account AUM
Discretionary $749,409,107 564 $1,328,740
Non-discretionary $5,628,013 4 $1,407,003
Total $755,037,120 568 $1,329,291

Staff

Employees 14

Clients

High-net-worth individuals 51-75%
Financial planning clients N/A

Clients

High-net-worth client assets Up to 75%

Compensation

Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No