Investment adviser · CRD 115150

WEAVER WEALTH MANAGEMENT

Investment adviser filing (IA)

WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD

DALLAS, TX, United States · Form ADV filed Oct 14, 2016

Regulatory AUM
$35M
Form ADV · Item 5.F
Client accounts
41
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 14, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

12221 MERIT DRIVE, SUITE 1400
DALLAS, TX, 75251, United States

CRD 115150

Filing source

Form ADV 1045447 · Oct 14, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.