Brooke Boone Kelly

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

• 09/2016 → 09/2018
  Weatherly Asset Management, Lp
  Del Mar, CA
• 09/2018 → 06/2019
  Weatherly Asset Management, Lp
  Del Mar, CA
• 06/2019 → 12/2021
  Weatherly Asset Management, Lp
  Del Mar, CA
• 12/2021 → 12/2022
  Weatherly Asset Management, Lp
  Del Mar, CA
• 01/2023 → Present
  Weatherly Asset Management, L.P.
  Del Mar, CA

Other Businesses

Partnership: 1% Ownership Name of Other Business: Champion Lumber, Co. Investment- Related Business: No Address of Other Business: 1313 Chicago Ave, Riverside, CA 92507 Nature of the Other Business: Lumber Company- Partnership, Privately Held, Family Owned and Operated Position at Other Business: Minority Shareholder Title with other Business: N/A- Minority Shareholder Start date of Relationship: June 2006 Approximate number of hours per month devoted to other business: 0 hours per month Number of hours devoted to the other business during securities trading hours: 0 hours Duties at other business: N/A- Minority Shareholder

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-16

Designations

• Certified Financial Planner

Other Names

• Brooke Boone