Women's Wealth Advisor
- Regulatory AUM
- $121M
- Discretionary
- $121M
- Clients
- 317
- Avg AUM / client
- $381K
- Accounts
- 802
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 290 | $72.4M | 59.9% |
| High net worth individuals | 27 | $48.4M | 40.1% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jessica Claire Weaver | Cco/Owner | CFP | Jan 2021 (6y) | 75% or more |
| Caroline Ann Tanis | Registered representative | May 2022 (4y) | ||
| Donna S Cates | Registered representative | Jan 2023 (4y) | ||
| Amanda Mchugh Stilwell | Registered representative | Apr 2023 (3y) | ||
| Veronica Joyner Rodgers | Registered representative | Nov 2023 (3y) | ||
| Tonyia Cleaver | Registered representative | Jan 2025 (2y) | ||
| Denise Bogotana Sandkamp | Registered representative | Aug 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) | 04/24/2026 | 1 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Assetmark Trust Company $78.0M (65% of AUM) Apr 2026
- Asset Mark $78.0M (65% of AUM) Apr 2026
- LPL Financial $31.1M (26% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗