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WEAVER CONSULTING GROUP, LLC

HUNTINGTON BEACH, CA · CRD 287895 · IAPD ↗ · (714)536-4065

$1.05BRegulatory AUM
4Advisory reps
7Employees
5Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — WEAVER CONSULTING GROUP, LLC crossed $1B in regulatory AUM ($892.9M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
51
April 2025 — WEAVER CONSULTING GROUP, LLC notice-filed in NC, NE, NV, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.