WEAVER CONSULTING GROUP, LLC
C32
CRD 287895·SEC 801-110466·HUNTINGTON BEACH, CA
AUM
$1.05B
$1B+
Est. Revenue
$10.5M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$25.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $363.3M
'21 · $450.5M
'22 · $539.0M
'23 · $681.0M
'25 · $892.9M
'26 · $1.05B
'20'26
$363.3M → $1.05B▲ +188%
Client mix
| Individuals Other | 709 |
| Individuals High Net Worth | 376 |
| Corporations | 21 |
| Pension Profit Sharing Plans | 5 |
| Charitable Organizations | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 4 advisors
'23 · 3 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
3 advisors → 4 advisors▲ +33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.