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The Weil Company

● SEC registered since 1992CRD 22090SEC# 801-42757San Diego, CA
Export (members)
Reg. AUM
$823.6M
Employees
21
Accounts
1,515
Location
San Diego, CA

The Weil Company assets under management

The Weil Company operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 1992. It reports $823.6 million in regulatory assets under management and employs 21 people.

The Weil Company owners & executives

12 reported
NameTitleOwnershipSince
Christopher Francis WeilChairmanUnder 5%2011
Cw-Cw 2009 Irrevocable TrustOwner10-25%2011
Cw-Kw 2009 Irrevocable TrustOwner10-25%2011
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Frequently asked questions

How much does The Weil Company manage?

The Weil Company reports $823.6 million in regulatory assets under management on its Form ADV.

How many employees does The Weil Company have?

The Weil Company reports 21 employees.

Where is The Weil Company located?

The Weil Company is based in San Diego, CA and has been SEC-registered since 1992.

Does The Weil Company disclose fund performance?

The Weil Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11236 el Camino Real, Suite 200, San Diego, CA 92130
Phone858-724-6040
Fax858-724-6080
Office hours6:30 a.m. To 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1318011
Discloses disciplinary historyNo

Assets under management

Discretionary$784M
Non-discretionary$39.6M
Total (RAUM)$823.6M