HUNTINGTON BEACH, CACRD 287895Latest ADV April 23, 2026
Weaver Consulting Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Huntington Beach, CA. Its latest Form ADV filing, dated April 23, 2026, reports $1.0B in regulatory assets under management, 7 employees, and 2,720 accounts.
Assets Under Management
$1.0B
Employees
7
Offices
--
Total Clients
1,114
Primary office
HUNTINGTON BEACH, CA
101 MAIN STREET, SUITE 220, HUNTINGTON BEACH, CA, United States
Top client segmentIndividuals represent 63.6% of total clients.
Top client categories% of clientsClients
1
Individuals
63.6%
709
2
HNWI
33.8%
376
3
Corporations
1.9%
21
4
Pension Plans
0.4%
5
5
Charitable
0.3%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of April 23, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts2,720
10Y AUM Change+$1.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee159:1
10Y Employee Change+5 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.