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James Allen Werner
Gründer bei Silicon Hills Wealth Management LLC
Aktive Positionen von James Allen Werner
Unternehmen | Position | Beginn | Ende |
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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. | Gründer | 01.01.2013 | - |
Portfolio Manager-Aktien | 01.01.2013 | - |
Karriereverlauf von James Allen Werner
Ausbildung von James Allen Werner
University of Texas at Austin Graduate School | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Founder | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 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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