← Directory
WEAVER CONSULTING GROUP, LLC
CRD 287895File 801-110466
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

