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WEAVER CONSULTING GROUP, LLC
CRD 287895File 801-110466
APPROVED
Retail clients
Custody
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$1.05B
Clients
1,114
2,720 accounts
Employees
7
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 12, 2017
- Principal office
- 101 MAIN STREET, SUITE 220, HUNTINGTON BEACH, CA, 92648
- Phone
- (714)536-4065
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.05B
- Discretionary AUM
- $1.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,720
- Non-discretionary accounts
- 0
- Total accounts
- 2,720
- AUM per client
- $939K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $38.3M |
| Charitable organizations | Fewer than 5 | $1.9M |
| High net worth individuals | 376 | $772.7M |
| Pension and profit sharing plans | 5 | $6.4M |
| Individuals (other than high net worth individuals) | 709 | $226.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PENSION CONSULTING
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,088 | 1,114 | increased by26 |
| Apr 1, 2026 | AUM | $892,892,590 | $1,046,310,818 | increased by$153,418,228 |
| Apr 1, 2026 | Accounts | 2,570 | 2,720 | increased by150 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 883 | 1,088 | increased by205 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $680,950,178 | $892,892,590 | increased by$211,942,412 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,031 | 2,570 | increased by539 |
| Aug 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2022 | Clients | 768 | 883 | increased by115 |
| Apr 1, 2022 | AUM | $538,971,517 | $680,950,178 | increased by$141,978,661 |
| Apr 1, 2022 | Accounts | 1,809 | 2,031 | increased by222 |
| May 1, 2021 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEAVER CONSULTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEAVER CONSULTING” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.