Sally Hisako Eisenberg

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

• 04/2023 → 05/2025
  Sedona Beer Co.
  Sedona, AZ
• 05/2022 → 12/2024
  Page Springs Cellars
  Cornville, AZ
• 11/2016 → Present
  Weatherly Asset Management
  Del Mar, CA
• 09/2018 → 03/2019
  Vipkid
  San Diego, CA
• 10/2016 → 08/2018
  The Local Pacific Beach
  San Diego, CA
• 08/2016 → 11/2016
  Suna Solutions
  San Diego, CA

Other Businesses

o Sedona Beer Company oNot investment related o465 Jordan Rd, Sedona, AZ 86336 oBrewery oServer oPart time employee (server) o5/2023 o12 o0 o Serving food and beverage to customers

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-06

Other Names

• Sally Eisenberg