Updated:
Code Waechter
Code Waechter began operations in 2017 from Tampa. It functions as a wealth manager serving individuals, high-net-worth clients, families, and corporations.
Overview
Code Waechter began operations in 2017 from Tampa. It functions as a wealth manager serving individuals, high-net-worth clients, families, and corporations. The firm supplies investment advisory services that encompass financial planning, portfolio management, and asset management. No asset-class allocations, portfolio holdings, or geographic deployment details beyond the Tampa base have been disclosed. Team size, additional offices, and adjacent vehicles remain unreported. No operational events from the last 24 months appear in available records. The firm presents as a standard registered investment advisor without disclosed hybrid structures, co-investor clubs, or succession arrangements.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Tampa, United States
Frequently asked questions
Who runs investment decisions at Code Waechter?
No named principals or investment committee members are disclosed in public materials.
Does Code Waechter participate in fund commitments or only direct deals?
The firm description mentions portfolio management and asset management without specifying fund commitments or direct investments.
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