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 that registered with the SEC in 2017. Structured as an LLC and owned by an individual, the firm serves both high-net-worth individuals and family clients as well as institutional clients. Its advisory offerings include financial planning, discretionary portfolio management for individuals and for businesses or institutions, pension consulting services, and the selection of other advisers. The firm operates as a capital allocator, blending in-house management with allocations to third‑party managers. Its fee arrangements include percentage-of-AUM billing, fixed fees, and other fee structures. Weaver Consulting Group identifies as not being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 231Active vs passive
$428M in ETFs
47%
$200M
44%
$228M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THE OPAL DIVIDEND INCOME ETF (DIVZ) | Active | Large Value | $33.8M | 925,378 | 7.89% |
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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