Weaver Consulting Group, LLC
Firm details
- Headquarters
- Huntington Beach, California
- CRD number
- 287895
- Registered since
- May 12, 2017
- Website
- weaverconsultinggroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI73.85%
- Individuals21.68%
- Corporations / Businesses3.66%
- Pension & Profit Sharing Plans0.61%
- Charitable Organizations0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Weaver Consulting Group, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm offers fee-based advice (percentage of AUM, fixed fees and other fee arrangements) and lists financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services and selection of other advisers among its advisory activities. Filings identify the adviser as not active on ESG and not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- State & Local Bonds2%
Contacts
3 of 4
Palmer Mahoney
Associate AdvisorCRD 8189924
Hunter Peterson
Financial AdvisorCRD 6691463
Jason Weaver
Financial Advisor & Managing PartnerCRD 2809696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 225Active vs passive
$399M in ETFs
48%
$190M
42%
$209M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THE OPAL DIVIDEND INCOME ETF (DIVZ) | Active | Large Value | $34M | 910,463 | 8.54% |
Location
Huntington Beach, CA
Orange
Location
Huntington Beach, CA
Headquartered in Huntington Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 101 Main St
- Time zone
- PT (UTC-8)
- Office locations
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