Weaver Wealth Management

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

120 Main Channel Dr, Mooresville, North ...

Phone Number

(704) 940-0103

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Weaver Wealth Management

Weaver Wealth Management specializes in financial planning and asset management services tailored for clients in Charlotte, NC, Davidson, and the Lake Norman areas. The firm is dedicated to providing personalized wealth management solutions that align with each client's unique family situation and savings goals. As a family-owned business, they prioritize building relationships based on trust, honesty, and accountability, treating clients like family. Their mission is to help clients achieve financial independence through collaborative efforts and ongoing market research.Explore more
Weaver Wealth Management's Social MediaPopular SearchesWeaver Wealth Management LLCWeaver Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Weaver Wealth Management Org Chart

PhoneEmail
JH
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Senior Vice President, Manager Research and H...

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GF
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Senior Vice President, Head of Model Portfoli...

PhoneEmail
LG
United States flag for contact location.

Assistant Vice President & Fixed Income Strat...

PhoneEmail
GS
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Assistant Vice President & Portfolio Strategi...

PhoneEmail
PH
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Assistant Vice President

PhoneEmail
SF
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Assistant Vice President & Investment Analyst

PhoneEmail

PhoneEmail
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SD
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Senior Planning Consultant

PhoneEmail
JP
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Associate Consultant

PhoneEmail
RM
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Senior Planning Consultant

PhoneEmail
KK
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Wealth Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Weaver Wealth Management

<$5M
1-10
Private
-
2010
JH
Jason HoodySenior Vice President, Manager Research and Head of Sustainable Investing
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2011
JD
Joshua DonleyManager, Wealth
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Weaver Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Weaver Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Weaver Wealth Management.

Weaver Wealth Management Tech Stack

A closer look at the technologies used by Weaver Wealth Management

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Frequently Asked Questions Regarding Weaver Wealth Management

What is Weaver Wealth Management's official website?
Weaver Wealth Management's official website is www.weaverwealthnc.com
What is Weaver Wealth Management's Revenue?
Weaver Wealth Management's revenue is <$5 Million
What is Weaver Wealth Management's SIC code?
Weaver Wealth Management's SIC: 62,628
What is Weaver Wealth Management's NAICS code?
Weaver Wealth Management's NAICS: 52,523
How many employees does Weaver Wealth Management have?
Weaver Wealth Management has 1-10 employees
What industry does Weaver Wealth Management belong to?
Weaver Wealth Management is in the industry of: Finance, Securities Trading
What is Weaver Wealth Management competition?
Weaver Wealth Management top competitors include: Norris Financial Group, Stockade Wealth Management, Murphy Wealth Management, Pillar Wealth Management
What technology does Weaver Wealth Management use?
Some of the popular technologies that Weaver Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Cloud Web Serving
How do I contact Weaver Wealth Management?
Weaver Wealth Management contact info: Phone number: (704) 940-0103 Website: www.weaverwealthnc.com
What does Weaver Wealth Management do?

Weaver Wealth Management specializes in financial planning and asset management services tailored for clients in Charlotte, NC, Davidson, and the Lake Norman areas. The firm is dedicated to providing personalized wealth management solutions that align with each client's unique family situation and savings goals. As a family-owned business, they pri... oritize building relationships based on trust, honesty, and accountability, treating clients like family. Their mission is to help clients achieve financial independence through collaborative efforts and ongoing market research.Read More

What are Weaver Wealth Management social media links?
Weaver Wealth Management Twitter page Weaver Wealth Management Facebook page
Is Weaver Wealth Management a public company?
Weaver Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Weaver Wealth Management

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