Adviser Profile
| As of Date | 04/06/2026 |
| Registration | SEC, Approved, 02/11/2022 |
|
|
|
| Former registrations | |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 416,479,222 4% |
| of that, discretionary | 215,378,836 -38% |
| Number of Employees | 11 -8% |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 13,882,641 -13% |
| % High Net Worth | 73.33% 83% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
350M
300M
250M
200M
150M
100M
50M
2022
2023
2024
2025
2026
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WEAVER AND TIDWELL, L.L.P. | Filing Date01/28/2025 | Form ADV-E View Report |
| Accounting Firm Name WEAVER & TIDWELL, L.L.C. | Filing Date06/20/2024 | Form ADV-E View Report |