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 registered with the SEC since 2017. The firm is owner-operated and acts as a capital allocator for both individual/family and institutional clients. Its service mix includes financial planning, portfolio management for individuals, small businesses and institutions, selection of outside advisers, and pension consulting services. Fee arrangements include percentage-of-AUM and fixed fees, among other structures. Weaver does not position itself as an ESG-focused investor and is not designated as a multi-state adviser in the snapshot data.
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
Hunter Peterson
Financial AdvisorCRD 6691463
Travis Weaver
Financial Advisor & PartnerCRD 4651960
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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