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Building 2WEAVER WEALTH MANAGEMENT

Map pinDALLAS, TX
Phone972-960-1100
NotebookSEC #801-61306
Total AUM
$35M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12221 MERIT DRIVE
SUITE 1400
DALLAS
TX 75251
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
972-960-1100

ReceiptFinancials

Total AUM
$35M
Accounts
41
Discretionary
$3.1M
Accounts
21
Non-Discretionary
$31.9M
Accounts
20

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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