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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jun 2026 · 1 SOURCES

Weatherly Asset Management

Multi family office in Del Mar, United States, founded 1994; focus on climate and healthtech.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Del Mar, United States
FOUNDED
1994

Investment approach

ROUTES
Companies (own capital)

Overview

This multi family office is based in Del Mar, United States; it was founded in 1994. Listed sector interests include climate and healthtech. It invests directly in companies; 2 people are named on its team.

People

  • Carolyn P. Taylor
    Founder, President, and Majority Owner · source
  • Brooke Boone Kelly
    Partner and Wealth Management Advisor · source

Frequently asked questions

Weatherly Asset Management is a multi family office based in Del Mar, the United States, founded in 1994.

Weatherly Asset Management invests its own capital into companies.

Weatherly Asset Management invests in Climate & Energy and HealthTech.

Key people at Weatherly Asset Management include Carolyn P. Taylor (Founder, President, and Majority Owner) and Brooke Boone Kelly (Partner and Wealth Management Advisor).