Weaver Consulting Group, LLC
Huntington Beach, CA·SEC-registered · CRD #287895
Weaver Consulting Group, LLC is an SEC-registered investment advisory firm in Huntington Beach, CA managing $1.0B across 2.7k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
2.7k
Advisory staff
4
Fee model
Fee-based
How Weaver Consulting Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Weaver Consulting Group, LLC
How much does Weaver Consulting Group, LLC manage?
Per its most recent SEC Form ADV filing (04/23/2026), Weaver Consulting Group, LLC reports $1.0B in regulatory assets under management across roughly 2.7k client accounts.
How does Weaver Consulting Group, LLC charge?
Weaver Consulting Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Weaver Consulting Group, LLC a fiduciary?
Yes. Weaver Consulting Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #287895), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Weaver Consulting Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Weaver Consulting Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Weaver Consulting Group, LLC's public SEC Form ADV filing (CRD #287895, filed 04/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Weaver Consulting Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Weaver Consulting Group, LLC? Claim this profile.