Weaver and Tidwell, LLP

unclassified
unclassified

1 more Schedule C row

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

1 allocator

Other roles

2 allocators

Schedule C rows

4 rows, $50,615 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Wyle Inc. Retirement Plan202410 11 50ACCOUNTANT$13,556
Wyle Inc. Retirement Plan202310 11 50ACCOUNTANT$16,562
Kirby Pension Plan202311NONE$9,682

+1 more Schedule C row

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed