Brad
Weber
Savvy Wealth
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About this Advisor
Brad Weber is a financial advisor operating in Costa Mesa, California with a total of 1 year of industry experience. Weber is an advisor for Savvy Wealth. Their career trajectory has included roles at Bancwest Investment Services, Bank Of The West and Savvy Advisors, Inc. Weber maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in California. Savvy Wealth is a financial advisory company operating out of New York, NY. The firm has offices in five locations and a total of 11 advisors. It administers $115 million in total assets across its 245 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves two charities and foundations. Of its 245 client accounts, 18% are held by high-net-worth clients who have more than $1 million in investable assets. The company has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules are based on which services the firm provides the client. However, fee types billed by Savvy Wealth likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Savvy Wealth Brokerage Details
$114,702,721
11
245
$468,174
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brad Weber Work History
Brad has been registered as a financial advisor for 1 years.*
Savvy Advisors, Inc
Bancwest Investment Services
Bank Of The West
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brad Weber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Savvy Wealth
Costa Mesa, CA
Edgewood, KY
San Diego, CA
Prospect Heights, IL
Bellingham, WA
Boston, MA
New York, NY
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