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Code Waechter LLC

EST. AUM
$409,020,241

CONTACTS
1

CLIENT ACCOUNTS
1,168

Firm Details

Metro area Tampa
CRD Number 289372
Website codewaechter.com
Client types

Overview

Code Waechter, LLC, founded in August 2017 and based in Tampa, Florida, is a fiduciary-focused RIA serving high-net-worth individuals and business owners. With roughly $330 million in discretionary AUM (as of early 2025), the firm enjoys a strong reputation for personalized wealth and financial planning services. Its multigenerational team offers tailored strategies to address client financial goals, backed by a transparent fee model and a technology-first approach to holistic client engagement and decision support.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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