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WEAVER CONSULTING GROUP, LLC
CRD 287895 · SEC 801-110466
101 MAIN STREET, SUITE 220, HUNTINGTON BEACH, CA, 92648, United States
Phone
(714)536-4065
Fax
(714)536-2243
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$1.05B
Team
7 total employees; 4 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; PENSION CONSULTING
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 709 | $226.9M |
| High net worth individuals | 376 | $772.7M |
| Pension/profit sharing plans | 5 | $6.4M |
| Charitable organizations | 3 | $1.9M |
| Corporations/business entities | 21 | $38.3M |
States served
AZ, CA, CO, NE, NV, NC, OR, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD