Insights

Forbes recognition Capitalize on the recent Forbes Best-In-State Wealth Advisors listing for 2026 to initiate outreach highlighting credibility, attract referrals, and open doors with prospects who value award-winning guidance.

RIA focus Position as a seasoned, SEC-registered RIA with CRPC-certified advisors to connect with high-net-worth individuals seeking fiduciary, customized retirement planning and ongoing risk-managed portfolios.

Succession & family approach Leverage the family-run, client-centric culture to differentiate in onboarding conversations, emphasizing personal service, long-term advisor relationships, and holistic retirement outcomes.

Asset growth signals Recent asset investments and stakes in diverse ETFs and equities suggest potential for cross-sell of managed accounts, bespoke risk allocations, and retirement income solutions aligned with market moves.

Expansion potential With mid-sized firm profile and Revenue in the mid-range, pursue enterprise accounts and smaller advisory partnerships, offering scalable technology, compliance-ready processes, and white-label or co-branded services.

Weaver Consulting Group Tech Stack

Weaver Consulting Group uses 8 technology products and services including Google Ads, Hotjar, WP-Statistics, and more. Explore Weaver Consulting Group's tech stack below.

  • Google Ads
    Advertising
  • Hotjar
    Analytics
  • WP-Statistics
    Analytics
  • Site Kit
    Analytics
  • Really Simple Discovery
    Miscellaneous
  • Yoast SEO
    Search Engines
  • easy pie chart
    Web Tools And Plugins
  • Magnific Popup
    Web Tools And Plugins

Media & News

Weaver Consulting Group's Email Address Formats

Weaver Consulting Group uses at least 1 format(s):
Weaver Consulting Group Email FormatsExamplePercentage
First@weaverconsultinggroup.comJohn@weaverconsultinggroup.com
88%
First.Last@weaverconsultinggroup.comJohn.Doe@weaverconsultinggroup.com
12%

Frequently Asked Questions

What is Weaver Consulting Group's official website and social media links?

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Weaver Consulting Group's official website is weaverconsultinggroup.com and has social profiles on LinkedIn.

How much revenue does Weaver Consulting Group generate?

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As of July 2026, Weaver Consulting Group's annual revenue is estimated to be $10M - $25M.

What is Weaver Consulting Group's NAICS code?

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Weaver Consulting Group's NAICS code is 52 - Finance and Insurance.

How many employees does Weaver Consulting Group have currently?

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As of July 2026, Weaver Consulting Group has approximately 13 employees across 1 continents, including North America. Key team members include Chief Operations Officer: J. V. W.Managing Partner - Financial Advisor: J. W.Partner - Financial Advisor: H. P.. Explore Weaver Consulting Group's employee directory with LeadIQ.

What industry does Weaver Consulting Group belong to?

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Weaver Consulting Group operates in the Financial Services industry.

What technology does Weaver Consulting Group use?

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Weaver Consulting Group's tech stack includes Google AdsHotjarWP-StatisticsSite KitReally Simple DiscoveryYoast SEOeasy pie chartMagnific Popup.

What is Weaver Consulting Group's email format?

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Weaver Consulting Group's email format typically follows the pattern of First@weaverconsultinggroup.com. Find more Weaver Consulting Group email formats with LeadIQ.

When was Weaver Consulting Group founded?

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Weaver Consulting Group was founded in 2017.
Weaver Consulting Group logo

Weaver Consulting Group

Financial ServicesCalifornia, United States11-50 Employees

Weaver Consulting Group is a Registered Investment Advisory (RIA) firm operating within the financial services sector. Based in Huntington Beach, California, the company describes itself as family‑run and led by CRPC‑certified advisors who bring decades of experience in retirement planning. Its focus is on tailoring retirement strategies to individual goals, with an emphasis on client relationships that aim to feel more like personal visits and long‑term partnerships rather than distant transactions.
The firm serves clients seeking comprehensive retirement planning through all market cycles, offering customized solutions for a range of retirement scenarios from early retirement to later stages of life. As an SEC‑registered advisor, Weaver Consulting Group positions itself within the professional advisory space, highlighting a client‑centered approach and an emphasis on listening and preparation for what comes next. In recent years, the firm has also announced notable professional recognition and investment activity, reflecting ongoing engagement within the broader financial services community.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Weaver Consulting Group's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Weaver Consulting Group's revenue is estimated to be in the range of $10M - $25M

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