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Also trustee of PW-KW 2009 Irrevocable Trust, since December 2011.","parent":"CW-KW 2009 Irrevocable Trust"},{"label":"Matthew Weil","detail":"Indirect owner: trustee of CW-MW 2009 Irrevocable Trust and a control person, since December 2011. Also trustee of PW-MW 2009 Irrevocable Trust and a control person, since December 2011.","parent":"CW-MW 2009 Irrevocable Trust"},{"label":"Caitlin Weil","detail":"Indirect owner: trustee of CW-CW 2009 Irrevocable Trust and a control person, since December 2011. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Weil offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Weil charge?","answer":"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.","source":"FORM ADV 11/30/2025, filed 24 December 2025","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Weil use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Weil have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Weil invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Weil?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Weil get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is The Weil registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact The Weil?","answer":"The Weil’s main office is at 11236 El Camino Real, Suite 200, San Diego, CA 92130. Its phone number is 858-724-6040. 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