The Weil provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
The Weil reports 519 clients. They include 261 high-net-worth individuals, 242 individual clients, and 7 pension and profit-sharing plans. Of its assets, 97.8% ($877M across 1,475 accounts) are managed with discretion; $19.4M across 72 accounts are not. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 10% |
| High-net-worth individuals | 50% | 88% |
| Pension and profit-sharing plans | 1% | 1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 242 | $89.1M | 9.9% | $368K |
| High-net-worth individuals | 261 | $785M | 87.6% | $3.01M |
| Pension and profit-sharing plans | 7 | $12.9M | 1.4% | $1.84M |
| Charitable organizations | 4 | $6.57M | 0.7% | $1.64M |
| Corporations and other businesses | 5 | $3.03M | 0.3% | $606K |
| Total | 519 | $896M | 100% | $1.73M |
- Clients
- 242
- Regulatory AUM
- $89.1M
- AUM share
- 9.9%
- Avg. per client
- $368K
- Clients
- 261
- Regulatory AUM
- $785M
- AUM share
- 87.6%
- Avg. per client
- $3.01M
- Clients
- 7
- Regulatory AUM
- $12.9M
- AUM share
- 1.4%
- Avg. per client
- $1.84M
- Clients
- 4
- Regulatory AUM
- $6.57M
- AUM share
- 0.7%
- Avg. per client
- $1.64M
- Clients
- 5
- Regulatory AUM
- $3.03M
- AUM share
- 0.3%
- Avg. per client
- $606K
Total
- Clients
- 519
- Regulatory AUM
- $896M
- AUM share
- 100%
- Avg. per client
- $1.73M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
The Weil charges 0.25%–0.85% for its Advisory and Investment Management. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and has a $10,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- A fixed fee typically ranging from $250 to $10,000, depending on the arrangement with the client. Advance payment requests never exceed $1,200 for work not completed within six months.
The leadership team of The Weil includes Chief Investment Officer Michael Hubbert and Chief Financial Officer Laura Sword. It has 16 employees, 7 of them in advisory roles.
Leadership
- Laura SwordChief Financial Officer, Chief Compliance Officer
Robert GaanChief Investor Relations Officer
Michael HubbertChief Investment Officer
Jonathan StraussManaging Partner- Catalina Cherny-SantosManaging Partner
Danny CungManaging Partner
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- John Vianney Wells
Staff
- 16 employees
- 7 in advisory functions
- 2 insurance agents
- Owns 10% to 25% of The Weil Company
Laura Sword
Control person · since January 2005
- Owns 10% to 25% of The Weil Company
Jonathan Strauss
Control person · since October 2025
- Owns 10% to 25% of The Weil Company
Catalina Cherny-Santos
Control person · since October 2025
- Owns 10% to 25% of The Weil Company
Danny Cung
Control person · since October 2025
- Owns 10% to 25% of The Weil Company
Robert Gaan
Control person · since October 2025
- Owns 5% to 10% of The Weil Company
CW-MW 2009 Irrevocable Trust
since December 2011
Matthew Weil
Trustee · Control person · since December 2011
- Owns 5% to 10% of The Weil Company
CW-KW 2009 Irrevocable Trust
since December 2011
Kit Wells
Trustee · since December 2011
- Owns 5% to 10% of The Weil Company
CW-CW 2009 Irrevocable Trust
since December 2011
Caitlin Weil
Trustee · Control person · since December 2011
- Owns 5% to 10% of The Weil Company
PW-MW 2009 Irrevocable Trust
since December 2011
- Owns 5% to 10% of The Weil Company
PW-KW 2009 Irrevocable Trust
since December 2011
- Owns 5% to 10% of The Weil Company
PW-CW 2009 Irrevocable Trust
since December 2011
- Owns 5% to 10% of The Weil Company
Michael Hubbert
Control person · since October 2025
The Weil’s regulatory assets went from $892M (June 2021) to $896M (February 2026); clients were 519 in both filings and employees fell from 25 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $896M | 519 | 16 | 1 |
| May 2025 | $824M | 516 | 21 | 1 |
| May 2024 | $782M | 530 | 24 | 1 |
| May 2023 | $1.11B | 742 | 26 | 1 |
| December 2021 | $1.06B | 517 | 26 | 1 |
| June 2021 | $892M | 545 | 25 | 1 |
Besides its headquarters, The Weil has 0 offices, with 1 listed address in California.
California · 1 listed address
- 11236 El Camino Real, Suite 200, San DiegoHQ
Contact and registration details
- Legal name
- The Weil Company
- Headquarters
- 11236 El Camino Real, Suite 200, San Diego, CA 92130
- Website
- cweil.com
- Phone
- 858-724-6040
- @Christopher-Weil-&-Company
- SEC file
- 801-42757
- Founded
- 1989
- Structure
- California corporation
- Fiscal year end
- September
The Weil uses Fidelity ($729M) as custodian for its separately managed accounts. The Weil has custody of $932K in client assets for 1 client.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $729M100%
At year end, The Weil’s separately managed accounts were mostly in funds (69%) and stocks (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $568M across 133 positions; the largest are Vanguard Index Fds (9.4%), Blackrock ETF Trust (6.7%) and Blackrock ETF Trust II (5.8%).
What the accounts hold
- Stocks21%
- Funds69%
- Registered funds65%
- Pooled vehicles4%
- Cash9%
- Other1%
- Us gov bonds .07% state and local bonds .17% other .37%1%
Reported 13F holdings
- $568M
- Reported 13F value
- 133
- Positions
- 50.0%
- In the 10 largest
- +27.5%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs9.4%
- Blackrock ETF Trust · iShares US Equit6.7%
- Blackrock ETF Trust II · Isha Tota RE ETF5.8%
- Apple Inc.5.4%
- iShares U S ETF TR · Shor Dura BD ETF5.2%
- Public Storage4.3%
- Vanguard Intl Equity Index F · TT Wrld ST ETF4.1%
- iShares TR · Intl Eqty Factor3.5%
- Blackrock ETF Trust · Isha IN Ctry ETF3.0%
- Vanguard Index Fds · Value ETF2.6%
Together, the ten largest are 50.0% of reported value.
How many clients does The Weil have?
The Weil has 519 clients and manages $896 million for them, as of February 2026. They include 261 high-net-worth individuals, 242 individual clients, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026
What services does The Weil offer?
The Weil provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does The Weil charge?
The Weil charges 0.25%–0.85% for its Advisory and Investment Management. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Which custodians does The Weil use?
The Weil’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $729M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026
How many financial advisors does The Weil have?
The Weil has 0 investment adviser representatives registered with state securities authorities, out of 16 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Weil invest in?
At the end of its last fiscal year, The Weil’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 9% cash and equivalents, 4% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: US Gov Bonds .07% State and Local Bonds .17% Other .37%.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Weil?
The Weil’s direct owners are Laura Sword, CW-MW 2009 Irrevocable Trust, CW-KW 2009 Irrevocable Trust, CW-CW 2009 Irrevocable Trust, PW-MW 2009 Irrevocable Trust, PW-KW 2009 Irrevocable Trust, PW-CW 2009 Irrevocable Trust, Jonathan Strauss, Catalina Cherny-Santos, Danny Cung, Robert Gaan and Michael Hubbert, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 February 2026
How does The Weil get paid?
The Weil is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is The Weil registered with the SEC?
Yes, The Weil has been registered with the SEC as an investment adviser since 25 November 1992. Its CRD number is 22090 and its SEC file number is 801-42757.
Source: Form ADV Part 1A, Item 1, filed 24 February 2026; IAPD firm record
How do I contact The Weil?
The Weil’s main office is at 11236 El Camino Real, Suite 200, San Diego, CA 92130. Its phone number is 858-724-6040. Its website is cweil.com.