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Anthony Weaver

CFP®
THOR WEALTH MANAGEMENT
CINCINNATI, OH
·CRD# 6915648·8 years experience

Professional Summary

Anthony Weaver, CFP®, who also goes by Tony Weaver, is a registered financial advisor currently at THOR WEALTH MANAGEMENT INC located in Cincinnati, Ohio. Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Anthony has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tony Weaver

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2023

Years of Experience

8 years in the financial services industry

Current & Past Employments

THOR WEALTH MANAGEMENT INC·CRD# 105902
RIA
7346 Beechmont Ave., Cincinnati, OH 45230
August 15, 2025 - Present
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Liberty Township, OH
October 8, 2018 - June 26, 2025
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Liberty Township, OH
September 6, 2018 - June 26, 2025

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Current Firm

TW
THOR WEALTH MANAGEMENT INC

THOR INVESTMENT MANAGEMENT INC | THOR WEALTH MANAGEMENT INC

CRD#: 105902 / SEC#: 801-40745
RIA
Registered Investment Advisory firm - SEC (2/13/1992 Approved)

Contact Information

Main Address

7346 Beechmont Ave., Cincinnati, OH 45230

Phone Number

(513) 271-6777

# of Employees

15

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 051826 (5/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,691

AUM (Assets Under Management)

$678,708,777

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/26/2026Cover PageReport
01/12/2026Cover PageReport
02/11/2025Cover PageReport
01/27/2025Cover PageReport
10/25/2023Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
THOR WEALTH MANAGEMENT INC

THOR INVESTMENT MANAGEMENT INC | THOR WEALTH MANAGEMENT INC

CRD#: 105902 / SEC#: 801-40745
RIA
Registered Investment Advisory firm - SEC (2/13/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Ohio
(8/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2018About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Anthony Weaver's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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