# Weaver Consulting Group, LLC

> Weaver Consulting Group, LLC is an SEC-registered investment advisory firm in Huntington Beach, CA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 287895
- Filed as: WEAVER CONSULTING GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Huntington Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287895
- AdvisorCensus page: https://advisorcensus.com/firm/weaver-consulting-group-llc-huntington-beach-ca-287895

## Quick answers

**How is Weaver Consulting Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Weaver Consulting Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Weaver Consulting Group, LLC located?**
Weaver Consulting Group, LLC's principal office is in Huntington Beach, CA, according to its Form ADV.

**Is Weaver Consulting Group, LLC registered with the SEC or a state?**
Weaver Consulting Group, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287895.

**How much does Weaver Consulting Group, LLC manage?**
Weaver Consulting Group, LLC reports $1,046,310,818 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**How have Weaver Consulting Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Weaver Consulting Group, LLC: Regulatory assets under management: $538,971,517 in the October 2021 data and $1,046,310,818 in the October 2026 data, up 94%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Weaver Consulting Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (709); high net worth individuals (376); corporations or other businesses not listed above (21).

**Which custodians does Weaver Consulting Group, LLC use?**
Weaver Consulting Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Weaver Consulting Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287895

**What changed in Weaver Consulting Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $892,892,590 to $1,046,310,818 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,046,310,818
- Discretionary: $1,046,310,818
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 709 | $226,885,259 |
| High net worth individuals | 376 | $772,746,125 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $6,420,047 |
| Charitable organizations | 3 | $1,932,016 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 21 | $38,327,371 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, NC, NE, NV, OR, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- weaverconsultinggroup.com
- Facebook @WEAVERCGLLC
- Instagram @weaverconsultinggroup
- LinkedIn @WEAVERCONSULTINGGROUP
- YouTube @weaverconsultinggroupyourl7473

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $538,971,517 | 6 | April 29, 2021 |
| October 2022 | $680,950,178 | 5 | July 26, 2022 |
| October 2023 | $646,453,103 | 6 | March 20, 2023 |
| October 2024 | $775,404,545 | 6 | March 24, 2024 |
| October 2025 | $892,892,590 | 7 | July 28, 2025 |
| October 2026 | $1,046,310,818 | 7 | September 16, 2026 |

Regulatory assets under management: $538,971,517 in the October 2021 data and $1,046,310,818 in the October 2026 data, up 94%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $892,892,590 to $1,046,310,818 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weaver Consulting Group, LLC (CRD 287895): Form ADV filing data as of October 2026.