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Weaver Capital Advisors

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Houston
CRD Number
Website weavercapitaladvisors.com
Client types

Overview

Weaver Capital Advisors is a Texas-based registered investment advisory firm that provides customized wealth and investment strategies for high-net-worth individuals, multi-generational families, and institutional clients. Backed by the long-standing accounting and advisory firm Weaver and Tidwell, L.L.P., the practice emphasizes trust-based relationships, fiduciary integrity, and personalized financial planning. The team seeks to understand clients’ financial goals and life situations to tailor investment portfolios and planning solutions that span from traditional wealth management to alternative and impact investing. Advisory services are offered through Sowell Management, providing access to advanced technology and portfolio support designed to deliver long-term financial peace of mind.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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