WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD
Legal name: WEAVER WEALTH MANAGEMENT
CRD #115150 SEC #801-61306 DALLAS, TX 972-960-1100
SEC Registered
Total AUM
$35M
Discretionary
$3.1M
Employees
3
Clients
51
Accounts
41
Firm Details
- Organization Type
- Partnership
- State of Formation
- Texas
- Fiscal Year End
- MAY
- Registration Date
- --
- Latest Filing
- Oct 14, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| GOLDFARB, ALAN, KEITH | I | DIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNER | NA | Control |
| LAWHON, WILLIAM, MCDOWELL | I | BOARD OF DIRECTORS | NA | Control |
| LAWHON, WILLIAM, MCDOWELL | I | BOARD OF DIRECTORS | NA | Control |
| LAWHON, WILLIAM, MCDOWELL | I | BOARD OF DIRECTORS | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANDOVAL, REGINALDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | BOARD OF DIRECTORS/MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | BOARD OF DIRECTORS/MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | BOARD OF DIRECTORS/MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| SEGO, DAVID, CHARLES | I | MANAGING DIRECTOR | NA | Control |
| THOMPSON, FRANK, DOUGLAS | I | BOARD OF DIRECTORS | NA | Control |
| THOMPSON, FRANK, DOUGLAS | I | BOARD OF DIRECTORS | NA | Control |
| THOMPSON, FRANK, DOUGLAS | I | BOARD OF DIRECTORS | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WT FINANCIAL, LLC | DE | GENERAL PARTNER | NA | Control |
| WEAVER AND TIDWELL, LLP | DE | LIMITED PARTNER | E | Control |
| WEAVER AND TIDWELL, LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
| WT CAPITAL LLP | DE | LIMITED PARTNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
| WEAVER & TIDWELL LLP | DE | WT FINANCIAL LLC | E | Control |
| WEAVER & TIDWELL LLP | DE | WT CAPITAL LLP | E | Control |
Registrations
Federal
IA
Oct 14, 2016 REGISTERED
Notice Filings (2)
LA TX
Address
12221 MERIT DRIVESUITE 1400
DALLAS, TX 75251
United States
Phone: 972-960-1100