Member and Chief Compliance Officer · Weaver Consulting Group, LLC
Travis J. Weaver
CRD 4651960 · Named on Form ADV at one SEC-registered adviser
At a glance
Weaver Consulting Group, LLC, an SEC-registered wealth manager based in Huntington Beach, CA with $1.0 billion in regulatory assets, lists Travis J. Weaver on its Form ADV as Member and Chief Compliance Officer, a control person.
Firms and roles
- Weaver Consulting Group, LLCMember and Chief Compliance OfficerWealth manager · Huntington Beach, CA · $1.0B in regulatory assets
AtlasMembers
Travis’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Jason M. WeaverManaging Member, Weaver Consulting Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Travis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.