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| Happy Holidays!! thanks for using AUM13F!! |
| The Weil Company
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| CRD # | 22090 |
| SEC # | 801-42757 |
| CIK # | 0001318011 |
| AUM | $823.6 M (2025-05-06) |
| Employees | 21 (48% Investors, 0% Brokers) |
| Phone | 858-724-6040 |
| Address | 11236 El Camino Real San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.2 | ||
| Public Storage | 18.3 | ||
| Facebook Inc | 6.4 | ||
| Intuit Inc | 5.0 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Houlihan Lokey Inc | 4.2 | ||
| Ace Ltd | 4.1 | ||
| Verisk Analytics Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 74.3 |
| (b) Individuals (high net worth individuals) | 262 | 709.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 30.9 |
| (h) Charitable organizations | 5 | 6.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,515 | 823.6 |
| By Discretionary | ||
| Discretionary | 1,392 | 784.0 |
| Non-Discretionary | 123 | 39.6 |
| Total | 1,515 | 823.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 823.6 | |
| Total | 1,515 | 823.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Wells | 39 | ||
| Laura Gordon | 16 | ||
| Mark Laport | 41 | ||
| Eugene Chen | 22 | ||
| Matthew Weil | 20 | ||
| Christopher Weil | 15 | ||
| Robert Gaan | 14 | ||
| Jens Neelsen | 4 | ||
| Kitvictoria Wells | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001318011] | |
| SC 13G | [0001318011] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Weil Company Inc | BlackRock ETF Trust | [2025-08-15] |
| Weil Company Inc | Tidal Trust I | [2025-08-15] |
| Weil Company Inc | BlackRock ETF Trust II | [2025-08-15] |
| Weil Company Inc | New York Life Investments Active ETF Trust | [2025-08-15] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Management Professionals Inc
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|
TX | 1.1 |
|
NexWave Capital Partners LLC
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|
NY | 1.0 |
|
New Vernon Advisers LP
✚
|
NJ | 0.9 |
|
Omnia Family Wealth LLC
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|
FL | 0.9 |
|
ANDA Asset Management Co Ltd
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|
0.6 | |
|
Allegheny Investments Ltd
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|
PA | 0.6 |
|
Vizcaya Capital LLC
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|
FL | 0.5 |
|
Proaltus USA Inc
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|
0.5 | |
|
Kingsbridge Wealth Management Inc
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|
NV | 0.5 |
|
KDK Private Wealth Management LLC
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|
TX | 0.5 |