The Weil Company
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 22090
· SEC file 801-42757
· San Diego, CA
· WWW.CWEIL.COM
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ADV data as of Feb 24, 2026
- Regulatory AUM
- $896M
- Discretionary
- $877M
- Clients
- 519
- Avg AUM / client
- $1.7M
- Accounts
- 1,547
- Employees
- 16
AUM over time
$321M
$1.1B
Dec 22, 2011
Feb 24, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 24, 2026
Investments (13F portfolio — 115 positions, $445,350,155)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $32,485,176 | 54,364 | 7.29% | 3.62% |
| 2 | Blackrock Etf Trust Ii | ISHARES TOTAL RE | $31,775,872 | 633,112 | 7.14% | 3.55% |
| 3 | Apple Inc | COM | $26,923,020 | 106,084 | 6.05% | 3.0% |
| 4 | Vanguard Intl Equity Index F | TT WRLD ST ETF | $20,839,829 | 150,664 | 4.68% | 2.33% |
| 5 | Public Storage Oper Co | COM | $20,593,003 | 76,023 | 4.62% | 2.3% |
| 6 | Blackrock Etf Trust | ISHARES US EQUIT | $18,945,354 | 325,633 | 4.25% | 2.11% |
| 7 | Putnam Etf Trust | FOCUSED LAR CAP | $18,274,638 | 393,850 | 4.1% | 2.04% |
| 8 | Ishares Tr | INTL EQTY FACTOR | $17,862,262 | 458,477 | 4.01% | 1.99% |
| 9 | J P Morgan Exchange Traded F | US QUALTY FCTR | $11,645,358 | 189,911 | 2.61% | 1.3% |
| 10 | State Str Spdr S&P 500 Etf T | TR UNIT | $11,070,199 | 17,022 | 2.49% | 1.24% |
| 11 | Ishares Tr | CORE S&P US VLU | $9,985,210 | 97,655 | 2.24% | 1.11% |
| 12 | Victory Portfolios Ii | SHARES FREE CASH | $9,754,145 | 247,065 | 2.19% | 1.09% |
| 13 | Tidal Trust I | UNLIMITED HFGM | $9,662,873 | 301,400 | 2.17% | 1.08% |
| 14 | New York Life Invts Active E | NYLI MACKAY CALI | $9,288,881 | 430,845 | 2.09% | 1.04% |
| 15 | J P Morgan Exchange Traded F | ACTIVE VALUE ETF | $9,200,811 | 128,234 | 2.07% | 1.03% |
| 16 | Fidelity Covington Trust | ENHANCED LARGE | $8,449,326 | 242,032 | 1.9% | 0.94% |
| 17 | Blackrock Etf Trust | ISHARES INTL CTR | $8,374,283 | 260,451 | 1.88% | 0.93% |
| 18 | Ishares Tr | US SML CAP EQT | $8,310,878 | 110,092 | 1.87% | 0.93% |
| 19 | Ishares Inc | EMNG MKTS EQT | $7,867,795 | 130,197 | 1.77% | 0.88% |
| 20 | Harbor Etf Trust | HARBOR COMMODITY | $7,167,315 | 231,129 | 1.61% | 0.8% |
| 21 | Berkshire Hathaway Inc Del | CL A | $6,463,260 | 9 | 1.45% | 0.72% |
| 22 | American Centy Etf Tr | US QUALITY GROW | $5,832,082 | 55,528 | 1.31% | 0.65% |
| 23 | Vanguard Index Fds | MID CAP ETF | $5,365,384 | 18,683 | 1.2% | 0.6% |
| 24 | Bny Mellon Etf Trust | CONCENTRATED INT | $5,018,949 | 101,456 | 1.13% | 0.56% |
| 25 | Etf Ser Solutions | DISTILLATE US | $4,971,449 | 85,892 | 1.12% | 0.55% |
Top 25 of 115 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 242 | $89.1M | 9.94% |
| High net worth individuals | 261 | $785M | 87.6% |
| Pension and profit sharing plans | 7 | $12.9M | 1.43% |
| Charitable organizations | 4 | $6.6M | 0.73% |
| Corporations and other businesses | 5 | $3.0M | 0.34% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Vianney Wells | President & Ceo, Compliance Officer Corporate: Secretary | Jan 2005 (22y) | Less than 5% | |
| Laura Theresa Sword | Chief Financial Officer, Chief Compliance Officer | Jan 2005 (22y) | Less than 5% | |
| Weil, Caitlin, Suzanne | Beneficiary Of Both Trusts | Dec 2011 (15y) | ≈ 2.5% – 12.5% via Cw Cw 2009 Irrevocable Trust | |
| Weil, Christopher, Francis | Chairman, Treasurer | Dec 2011 (15y) | Less than 5% | |
| Weil, Matthew, Francis | Beneficiary Of Both Trusts | Dec 2011 (15y) | ≈ 2.5% – 12.5% via Cw Mw 2009 Irrevocable Trust | |
| Wells, Kit, Victoria | Beneficiary Of Both Trusts | Dec 2011 (15y) | ≈ 2.5% – 12.5% via Cw Kw 2009 Irrevocable Trust | |
| Robert Maurice Gaan | Registered representative | CFP | Dec 2005 (21y) | |
| Danny Cung | Registered representative | Jul 2008 (18y) | ||
| Tyler Richards Hewes | Registered representative | Mar 2014 (12y) | ||
| Catalina Nmn Cherny Santos | Registered representative | Nov 2015 (11y) | ||
| Jonathan William Strauss | Registered representative | CFP | Jan 2017 (10y) | |
| Danae S Baltierra | Registered representative | Jan 2021 (6y) | ||
| Jillian Grace Andrews | Registered representative | Mar 2024 (2y) | ||
| Christina Tsuneko Guiang | Registered representative | Jan 2025 (2y) | ||
| Michael James Hubbert | Registered representative | Jan 2025 (2y) | ||
| Kristina Vianca Constantino Tabuena | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cw Mw 2009 Irrevocable Trust | Owner | Dec 2011 | A | 10% – 25% |
| Cw Kw 2009 Irrevocable Trust | Owner | Dec 2011 | A | 10% – 25% |
| Cw Cw 2009 Irrevocable Trust | Owner | Dec 2011 | A | 10% – 25% |
| Pw Mw 2009 Irrevocable Trust | Owner | Dec 2011 | A | 10% – 25% |
| Pw Kw 2009 Irrevocable Trust | Owner | Dec 2011 | A | 10% – 25% |
| Pw Cw 2009 Irrevocable Trust | Owner | Dec 2011 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Weil, Caitlin, Suzanne: 25% – 50% of Cw Cw 2009 Irrevocable Trust × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Weil, Matthew, Francis: 25% – 50% of Cw Mw 2009 Irrevocable Trust × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Wells, Kit, Victoria: 25% – 50% of Cw Kw 2009 Irrevocable Trust × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $729M (81% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗