Profilo
James Allen Werner was the founder and had held the title of Wealth Advisor & Philanthropic Planner at Silicon Hills Wealth Management LLC from 2013 to 2023.
He founded Silicon Hills Wealth Management LLC in 2013.
Mr. Werner obtained his undergraduate degree from the University of Texas at Austin Graduate School in 1992.
Precedenti posizioni note di James Allen Werner
| Società | Posizione | Fine |
|---|---|---|
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. | Fondatore | 16/06/2023 |
Formazione di James Allen Werner
| University of Texas at Austin Graduate School | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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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- James Allen Werner
