Wacker Wealth Partners, LLC

Wacker Wealth Partners, LLC, established in August 1987 in California, offers investment advisory services, financial planning, and consulting. Their wealth management services include discretionary investment advisory services and financial planning tailored to individual client needs. The firm also provides institutional investment management, non-profit 501(c)(3) investment management, and retirement plan consulting services. Clients can invest in affiliated private funds, subject to specific terms and risks outlined in offering documents. The firm operates on a fee-only basis, with fees based on a percentage of assets under management. Clients have investment discretion but can impose restrictions. Wacker Wealth Partners does not accept performance-based fees, acts as a fiduciary, and does not participate in wrap fee programs. The firm's investment strategies include long-term purchases, short-term purchases, and trading. Clients receive regular account reviews and reports. The firm recommends Charles Schwab as a broker-dealer/custodian and may receive benefits from them. Wacker Wealth Partners does not compensate for client referrals and maintains a Code of Ethics. Clients are encouraged to review financial planning issues annually. The firm votes on client securities unless directed otherwise and does not solicit advance fees exceeding $1,200 per client. For any inquiries, clients can contact the Chief Compliance Officer.