CRD: 287895
Weaver Consulting Group, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-12-2017
- Office Locations
- 1
Office Locations
About Weaver Consulting Group, LLC
Weaver Consulting Group is a family-run advisory firm led by CRPC-certified advisors Jason and Travis Weaver, bringing 20 years’ experience building customized retirement solutions—from early retirement to “unretirement”—across market cycles. The team delivers financial and investment planning with portfolio construction using vehicles like ETFs and mutual funds, and custodies assets with Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JASON MICHAEL WEAVER
Financial Advisor, Managing Member
- CRD
- #2809696
- Ownership
- 50% but less than 75%
TRAVIS JOHN WEAVER
Chief Compliance Officer, Investment Advisor
- CRD
- #4651960
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Palmer C Mahoney
--
- CRD
- #8189924
HUNTER ALAN PETERSON
Financial Advisor
- CRD
- #6691463
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,046,310,818 | $384,673 |
| Non-Discretionary | $0 | -- |
| Total | $1,046,310,818 | $384,673 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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