CODE WAECHTER LLC

4830 W. Kennedy Blvd.
Suite 875
Tampa, Florida 33609
Tel: 813-287-8775

About CODE WAECHTER LLC

CODE WAECHTER LLC, formally registered with the SEC as CODE WAECHTER LLC. The firm was established in 08/19/2020. They have over 1 offices throughout the country.

CODE WAECHTER LLC is a Tampa, Florida based Financial Planning firm with nearly $329,453,529 assets under management, offering retirement planning & investment advisory services to 1012 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289372
SEC#	801-119308
Assets Managed by Firm	$329,453,529
No. of Clients	1012
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1012	$329,453,529
Individuals (other than high net worth individuals)	162	$42,672,052
High net worth individuals	126	$283,154,850
Charitable organizations	1	$2,352,168
Corporations or other businesses	5	$1,274,459

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