James Allen Werner
Gründer bei Silicon Hills Wealth Management LLC
Profil
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.
Aktive Positionen von James Allen Werner
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Gründer | 01.01.2013 |
Ausbildung von James Allen Werner
| University of Texas at Austin Graduate School | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
