James Allen Werner
Fondateur chez Silicon Hills Wealth Management LLC
Postes actifs de James Allen Werner
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Silicon Hills Wealth Management LLC
 Silicon Hills Wealth Management LLC Investment ManagersFinance Silicon Hills Wealth Management LLC (Silicon Hills) is a SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded in 2013 by James Werner and Thomas Brown. In 2023, they were acquired by Waverly Advisors LLC, which is ultimately owned by Warren Averett Cos. LLC. Silicon Hills provides financial planning, consulting and investment management services to individuals, high-net-worth individuals, trusts, estates, profit-sharing plans, corporations, and small businesses. | Fondateur | 01/01/2013 | - |
| Gestionnaire de Portefeuille-Actions | 01/01/2013 | - |
Historique de carrière de James Allen Werner
Formation de James Allen Werner
| University of Texas at Austin Graduate School | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 3 |
Opérationnelle
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectorielle
| Finance | 2 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Silicon Hills Wealth Management LLC
Silicon Hills Wealth Management LLC Investment ManagersFinance Silicon Hills Wealth Management LLC (Silicon Hills) is a SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded in 2013 by James Werner and Thomas Brown. In 2023, they were acquired by Waverly Advisors LLC, which is ultimately owned by Warren Averett Cos. LLC. Silicon Hills provides financial planning, consulting and investment management services to individuals, high-net-worth individuals, trusts, estates, profit-sharing plans, corporations, and small businesses. | Finance |
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