Weaver Consulting Group, LLC

RIASEC RegisteredEst. 2017

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$385K

Accounts

2,720

Employees

Advisory reps

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

FINTRX

Overview

Weaver Consulting Group, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2017. The firm serves both high-net-worth individuals and families as well as institutional clients, and is identified as a capital allocator. Its fee arrangements include percentage-of-AUM charges alongside fixed fees and other fee structures. Core advisory services disclosed on filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services; filings also note that it is not separately classified as a pension consultant. The firm is not positioned as an active ESG investor.