RIA Intelligence

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)

NameTypeTitle / StatusOwnershipControl
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIESNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHILIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHILIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
GOLDFARB, ALAN, KEITHIDIRECTOR OF FINANCIAL STRATEGIES/LIMITED PARTNERNA Control
LAWHON, WILLIAM, MCDOWELLIBOARD OF DIRECTORSNA Control
LAWHON, WILLIAM, MCDOWELLIBOARD OF DIRECTORSNA Control
LAWHON, WILLIAM, MCDOWELLIBOARD OF DIRECTORSNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SANDOVAL, REGINALDOICHIEF COMPLIANCE OFFICERNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIBOARD OF DIRECTORS/MANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIBOARD OF DIRECTORS/MANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIBOARD OF DIRECTORS/MANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
SEGO, DAVID, CHARLESIMANAGING DIRECTORNA Control
THOMPSON, FRANK, DOUGLASIBOARD OF DIRECTORSNA Control
THOMPSON, FRANK, DOUGLASIBOARD OF DIRECTORSNA Control
THOMPSON, FRANK, DOUGLASIBOARD OF DIRECTORSNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WT FINANCIAL, LLCDEGENERAL PARTNERNA Control
WEAVER AND TIDWELL, LLPDELIMITED PARTNERE Control
WEAVER AND TIDWELL, LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control
WT CAPITAL LLPDELIMITED PARTNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control
WEAVER & TIDWELL LLPDEWT FINANCIAL LLCE Control
WEAVER & TIDWELL LLPDEWT CAPITAL LLPE Control

Registrations

Federal

IA
Oct 14, 2016 REGISTERED

Notice Filings (2)

LA TX

Address

12221 MERIT DRIVE
SUITE 1400
DALLAS, TX 75251
United States
Phone: 972-960-1100