Martin Gabriel Rascon

Employer firm

Weatherly Asset Management CRD 106935

$1.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 09/2022
  Platt Wealth Management
  San Diego, CA
• 03/2020 → 09/2020
  Platt Wealth Management
  San Diego, CA
• 01/2016 → 03/2020
  Gr Catering
  San Diego, CA
• 08/2015 → 05/2020
  San Diego University
  San Diego, CA
• 10/2022 → Present
  Weatherly Asset Management, Lp
  Del Mar, CA

Previous Registrations

• 2021-02-18 → 2022-10-11
  Platt Wealth Management
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-23

Designations

• Chartered Financial Analyst

Other Names

• Marty Gabriel Rascon
• Martin Gabriel Rascan