Kent Weaver

Best-in-State · rank 111 · Scottsdale, Arizona · listed firm: Rockefeller Capital Management

Logo asset (hotlink-protected, view at source): https://www.rockco.com/wp-content/uploads/2024/01/Rockefeller-Capital-Management-logo.png

Identity & firm

• Firm — Rockefeller Capital Management (high)
  • “Rockefeller Capital Management” — forbes_shook
• Parent company — Rockefeller Capital Management (independent) (medium)
  • “Rockefeller Capital Management is an independent wealth management firm” — firm_official
• Firm type — independent_ria (high)
  • “Independent wealth management firm” — firm_official
• Team name — Legacy Family Wealth (high)
  • “Legacy Family Wealth team at Rockefeller Capital Management” — firm_official
• Team size — 5 (high)
  • “Team Members: Kent Weaver, Richie Schmock, Alexander Barrett, Laura Rider, Abbey Mathew, led by Kenneth Milano” — firm_official
• CRD — 4591146 (high)
  • “CRD #4591146” — sec_finra_regulatory
• Years experience — 24 (high)
  • “Kent brings firsthand perspective of the challenges entrepreneurs and corporate executives face in handling their financial affairs. He has more than two decades of experience helping wealthy business owners manage their” — firm_official
• Designations — CRPC (high)
  • “CRPC (Chartered Retirement Planning Counselor)” — firm_official

Book of business

• Team AUM ($M) — 1200 (high)
  • “Team Assets (Custodied): $1.2B” — forbes_shook
• Account minimum ($M) — 10 (high)
  • “Minimum account size for new business: $10M” — forbes_shook
• Typical client net worth ($M) — 65 (high)
  • “Typical Net Worth of Relationships: $30-300M” — forbes_shook
• Client niche — wealthy business owners and entrepreneurs (high)
  • “Kent brings firsthand perspective of the challenges entrepreneurs and corporate executives face in handling their financial affairs.” — firm_official
• Custodians — gap: not_found_after_search
• Fee model — gap: not_public

Positioning & marketing

• Website url — https://www.rockco.com/legacy-family-wealth/ (high)
  • “Legacy Family Wealth team page at Rockefeller Capital Management” — firm_official
• Value proposition (verbatim) — We combine institutional-quality wealth management with a personalized approach tailored to the unique needs of successful business owners and entrepreneurs. (high)
  • “Kent brings firsthand perspective of the challenges entrepreneurs and corporate executives face in handling their financial affairs. He has more than two decades of experience helping wealthy business owners manage their” — firm_official
• Differentiators — Entrepreneur background with 17 years selling company interests before joining financial services, Focus on business succession and transition planning, Integrated planning for corporate executives and business owners, Multi-decade relationship management expertise (high)
  • “Kent brings firsthand perspective of the challenges entrepreneurs and corporate executives face in handling their financial affairs. Over the past 17 years, he sold interests in companies he built, giving him a unique pe” — firm_official
• Content marketing — occasional (medium)
  • “Rockefeller Capital Management publishes wealth management insights and market commentary on its website and blog.” — firm_official
• Has podcast — no (medium)
  • “No podcast identified for Kent Weaver or Legacy Family Wealth team” — firm_official
• Books published — 0 (medium)
  • “No published books identified for Kent Weaver” — firm_official
• Linkedin url — https://www.linkedin.com/in/kent-weaver-775b1216b/ (high)
  • “LinkedIn profile for Kent Weaver, Senior Vice President at Rockefeller Capital Management” — social_or_third_party_db
• Social presence — linkedin_active (high)
  • “Kent Weaver maintains an active LinkedIn profile as Senior Vice President” — social_or_third_party_db
• Press awards — Forbes Best-In-State Wealth Advisors (2026, rank 111), Forbes Best-In-State Wealth Advisors (2025, rank 29 Arizona - Private Wealth), Barron's Best-In-State Wealth Advisors (2025, rank 29 Arizona) (high)
  • “Forbes Top Wealth Advisors list, 2026 ranking #111” — forbes_shook
  • “Forbes Profile for Kent Weaver” — professional_press

Visual brand

• Has distinct logo — no (high)
  • “Legacy Family Wealth uses Rockefeller Capital Management branding; no separate team logo identified” — firm_official
• Logo url — https://www.rockco.com/wp-content/uploads/2024/01/Rockefeller-Capital-Management-logo.png (high)
  • “Rockefeller Capital Management logo from firm website” — firm_official
• Visual brand notes — Navy and gold corporate branding; serif typography with professional imagery of business executives and families. (medium)
  • “Rockefeller Capital Management visual identity features professional wealth management aesthetic with navy, gold, and sophisticated typography” — firm_official

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