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MR

Martin G. Rascon

WEATHERLY ASSET MANAGEMENT
DEL MAR, CA 92014
Some features on this profile are disabled
CRD#: 7337952
MR

Professional summary

Martin Gabriel Rascon Jr., who also goes by Martin Gabriel Rascan, Marty Gabriel Rascon Jr., is a registered financial advisor currently at WEATHERLY ASSET MANAGEMENT located in Del Mar, California.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Martin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Martin Gabriel Rascan | Marty Gabriel Rascon Jr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Gabriel Rascon Jr.'s CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 11, 2022 - Present

WEATHERLY ASSET MANAGEMENT

Office #1: 832 Camino Del Mar, Suite 4, Del Mar, CA 92014
RIA
CRD#: 106935
DEL MAR, CA
Past

February 18, 2021 - October 11, 2022

PLATT WEALTH MANAGEMENT

RIA
CRD#: 297487
SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEATHERLY ASSET MANAGEMENT
WEATHERLY ASSET MANAGEMENT | WEATHERLY ASSET MANAGEMENT LP

CRD#: 106935 / SEC#: 801-48177

RIA
Registered Investment Advisory firm - (1/10/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/11/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/23/2021
Uniform Investment Adviser Law Examination

Current Firm

WA
WEATHERLY ASSET MANAGEMENT
WEATHERLY ASSET MANAGEMENT | WEATHERLY ASSET MANAGEMENT LP

CRD#: 106935 / SEC#: 801-48177

RIA
Registered Investment Advisory firm - (1/10/1995 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
832 Camino Del Mar, Suite 4, Del Mar, CA 92014
Mailing Address
Phone number
(858) 259-4507
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

20260225_ADV2A (2/25/2026)

Regulatory assets under management

Total Number of Accounts1,348
AUM (Assets Under Management)$ 1,677,953,909

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEATHERLY ASSET MANAGEMENT

CRD#: 106935Del Mar, CA 92014

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