Erik Christopher Weir
Investment adviser representative at Taverik Capital, LLC
21 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$97.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Taverik Capital, LLCMay 2017 to now
- Wcm Global Wealth, LLCFeb 2011 to now
- Weir Capital Management, LLCOct 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 4 states (AL, CA, GA, SC).
Taverik Capital, LLC
$97.5MAssets managed
121Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2009973
- Firm CRD
- 156594