James Allen Werner
Fondatore presso Silicon Hills Wealth Management LLC
Profilo
Mr. James A.
Werner is a Wealth Advisor & Philanthropic Planner at Silicon Hills Wealth Management LLC.
He has over 25 years’ experience in wealth management and personal financial planning.
Mr. Werner takes a special interest in areas where finance intersects with daily life.
He graduated with a degree in Business Administration in Finance and Economics from The University of Texas.
Posizioni attive di James Allen Werner
Società | Posizione | Inizio |
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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 | 01/01/2013 |
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 |
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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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