{
  "slug": "weatherly-asset-management",
  "name": "Weatherly Asset Management",
  "description": "Weatherly Asset Management is an independent, fee-only registered investment advisory firm providing strategic financial advice and planning. They offer customized portfolios, financial and business planning, philanthropic strategies, and wealth and estate guidance to successful business owners, professionals, and families.",
  "url": "https://optimly.ai/brand/weatherly-asset-management",
  "websiteUrl": "https://weatherlyassetmgt.com/",
  "logoUrl": "https://logo.clearbit.com/weatherlyassetmgt.com",
  "baiScore": 57.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-10T09:30:34.402Z",
  "verifiedVitals": {
    "website": "https://weatherlyassetmgt.com",
    "category": "registered investment advisory firm",
    "what_it_does": "Offers a range of solutions through a spectrum of financial services, including strategic financial advice and planning.",
    "primary_audience": "Successful business owners and professionals, entrepreneurs, and small business owners.",
    "core_product": "Customized, tax-efficient portfolios, financial, family and business planning, philanthropic strategies, wealth and estate guidance, and client dialog and education.",
    "pricing_model": {
      "kind": "custom",
      "detail": "fee-only"
    },
    "parent_ownership": "independent"
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790193967476
}