Christopher Weil & Co Inc
Firm details
- Headquarters
- San Diego, California
- CRD number
- 22090
- Registered since
- November 25, 1992
- Website
- www.cweil.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.56%
- Individuals9.94%
- Pension & Profit Sharing Plans1.43%
- Charitable Organizations0.73%
- Corporations / Businesses0.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Christopher Weil & Co Inc is an independent registered investment adviser organized as a corporation. The firm is SEC registered (registration year 1992) and is owned by a combination of a domestic entity and an individual. Its client mix includes individuals and families as well as institutional clients. Compensation comes through both percentage-of-assets and fixed-fee arrangements. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm also operates as an insurance broker. The firm does not act as a capital allocator and is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities21%
- Cash & Cash Equivalents9%
- Private Funds4%
- Other1%
Owners & executives
3 of 3
Michael Hubbert
Chief Investment OfficerCRD 4405338
John Wells
President, CEOCRD 2139802
Laura Sword
Chief Financial OfficerCRD 1370406
Contacts
3 of 10
Tyler Hewes
Financial AdvisorCRD 6300901
Catalina Cherny-santos
Managing PartnerCRD 6300912
Jonathan Strauss
Managing PartnerCRD 6734938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$509M in ETFs
52%
$264M
45%
$245M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $54.9M | 78,389 | 10.80% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 11236 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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