The Weil Company
● SEC registered since 1992CRD 22090SEC# 801-42757San Diego, CA
Reg. AUM
$896.2M
Employees
16
Accounts
1,547
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 $896.2 million in regulatory assets under management and employs 16 people.
The Weil Company owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catalina Nmn Cherny-Santos Control | Managing Partner | 10-25% | 2025 |
| Cw-Cw 2009 Irrevocable Trust | Owner | 5-10% | 2011 |
| Cw-Kw 2009 Irrevocable Trust | Owner | 5-10% | 2011 |
See all 18 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Weil Company manage?
The Weil Company reports $896.2 million in regulatory assets under management on its Form ADV.
How many employees does The Weil Company have?
The Weil Company reports 16 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
| Address | 11236 el Camino Real, Suite 200, San Diego, CA 92130 |
| Phone | 858-724-6040 |
| Fax | 858-724-6080 |
| Office hours | 8:30 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1318011 |
| Discloses disciplinary history | No |
Regulatory AUM
$896.2M▼ 2%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$896.2Mregulatory AUM
Discretionary $876.9MNon-discretionary $19.4M