Takaya Weckle
Clutinger Williams & Verhoye · San Diego, California
Takaya Weckle is a fee-only financial advisor at Clutinger Williams & Verhoye in San Diego, California, who holds the CFA credential. Clutinger Williams & Verhoye reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Clutinger Williams & Verhoye |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $190.2M across 242 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 7201111 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cwvinvestmentadvisors.com |
| Profile |
How Takaya's firm compares
- Clutinger Williams & Verhoye's average account is about $786,000, from its Form ADV (assets managed divided by 242 accounts).
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Questions about Takaya
Is Takaya Weckle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Takaya holds no broker registration, and Clutinger Williams & Verhoye reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Takaya charge for financial advice?
Takaya's firm, Clutinger Williams & Verhoye, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Takaya Weckle based?
Takaya Weckle is based in San Diego, California.
What credentials does Takaya Weckle hold?
Takaya Weckle holds the CFA credential.
Is Takaya Weckle registered with the SEC?
Yes. Takaya Weckle is registered as an investment adviser representative in CA (CRD 7201111), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clutinger Williams & Verhoye manage?
Clutinger Williams & Verhoye reports $190.2M across 242 accounts in assets under management.
How do I contact Takaya Weckle?
Through Takaya's website, www.cwvinvestmentadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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