Weaver Consulting Group, LLC

Weaver Consulting Group, LLC (CRD# 287895) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $775,404,545 in 2,382 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    775
    MILLION
  • Total Number of Accounts
    2,382
    ACCOUNTS
  • Average Account Value
    $325,527
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, OR, TX, WA

Financial Advisors at Weaver Consulting Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Hunter A. Peterson
CRD#: 6691463
101 Main Street, Suite 220, Huntington Beach, CA 92648

Hunter Peterson (CRD# 6691463) is an Investment Advisor Representative working at Weaver Consulting Group, LLC in Huntington Beach, CA and has over 7 years of experience in the finance industry.

2
Jason M. Weaver
CRD#: 2809696
101 Main Street, Suite 220, Huntington Beach, CA 92648

Jason Weaver (CRD# 2809696) is an Investment Advisor Representative working at Weaver Consulting Group, LLC in Huntington Beach, CA and has over 27 years of experience in the finance industry.

3
Travis J. Weaver
CRD#: 4651960
101 Main Street, Suite 220, Huntington Beach, CA 92648

Travis Weaver (CRD# 4651960) is an Investment Advisor Representative working at Weaver Consulting Group, LLC in Huntington Beach, CA and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.