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 RIA organized as an LLC and registered with the SEC since 2017. The firm is individually owned and positions itself as a capital allocator that serves both high-net-worth individuals and families as well as institutional clients. Its advisory offering includes comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. Fees are charged via percentage of AUM as well as fixed and other fee arrangements. The firm does not list itself as an active ESG investor and does not indicate multi-state advisory status.
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 4Palmer 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 204Active vs passive
$350M in ETFs
49%
$171M
42%
$179M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THE OPAL DIVIDEND INCOME ETF (DIVZ) | Active | Large Value | $29M | 778,869 | 8.29% |
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
Similar firms
LEONID CAPITAL PARTNERS, LLC
RIAHUNTINGTON BEACH, CA
CLAY NORTHAM WEALTH MANAGEMENT
RIAHUNTINGTON BEACH, CA
SEAGULL LANE ASSET MANAGEMENT LLC
RIAHUNTINGTON BEACH, CA
STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS
RIAHUNTINGTON BEACH, CA
CAPITAL RESOURCES AND INSURANCE, INC
RIAHUNTINGTON BEACH, CA
RHB CAPITAL, INC.
RIAHUNTINGTON BEACH, CA