Weaver Consulting Group, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 1,114
- Avg AUM / client
- $939K
- Accounts
- 2,720
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 709 | $227M | 21.7% |
| High net worth individuals | 376 | $773M | 73.9% |
| Pension and profit sharing plans | 5 | $6.4M | 0.61% |
| Charitable organizations | 3 | $1.9M | 0.18% |
| Corporations and other businesses | 21 | $38.3M | 3.66% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Michael Weaver | Managing Member | May 2017 (9y) | 50% – 75% | |
| Travis John Weaver | Member And Chief Compliance Officer | May 2017 (9y) | 25% – 50% | |
| Hunter Alan Peterson | Registered representative | Jan 2018 (9y) | ||
| Palmer C Mahoney | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • PENSION CONSULTING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.0B (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗