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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-24-2012
- Office Locations
- 1
Office Locations
About III Financial, LLC
III Financial (Cedar Park, TX) is a solo advisory led by Elliott Weir (an adviser since 2004) focused on recently widowed women. The firm provides investment guidance and a structured Widow Financial Triage℠ process to prioritize time-sensitive next steps, alongside insurance and Medicare evaluation and ongoing planning support. Clients can involve trusted family, meet flexibly, and receive unbiased advice without product pressure.
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Owner & Executives
ELLIOTT HENRY WEIR
Chief Compliance Officer, Financial Planner, Founder
- CRD
- #4712824
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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