Christopher Weil & Co Inc

RIASEC RegisteredEst. 1992
Total AUM
$896M
Discretionary
$877M
98% of AUM
Avg account
$579K
Accounts
1,547
Employees
16
Advisory reps
13

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

FINTRX

Overview

Christopher Weil & Co. Inc. is a privately owned corporation and SEC-registered independent RIA (registered since 1992) that serves both individual/family clients and institutional accounts. The firm combines portfolio management and financial planning with pension consulting for small businesses and individuals, and also operates as an insurance broker—consistent with its use of annuities. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The adviser is not flagged as an active ESG investor and is not organized as a multistate or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 21%, Cash & Cash Equivalents 9%, Private Funds 4%, Other 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents9%
  • Private Funds4%
  • Other1%

Owners & executives

3 of 3
  • Michael Hubbert

    Michael Hubbert

    Chief Investment OfficerCRD 4405338

  • John Wells

    John Wells

    President, CEOCRD 2139802

  • Laura Sword

    Laura Sword

    Chief Financial OfficerCRD 1370406

Contacts

3 of 10
  • Danny Cung

    Danny Cung

    Managing PartnerCRD 4854055

  • Christina Guiang

    Christina Guiang

    Investment AssociateCRD 7826140

  • Danae Baltierra

    Danae Baltierra

    Client Services AssociateCRD 7315221

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 64

Active vs passive

$527M in ETFs

Passive

48%

$251M

Active

47%

$276M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$53.4M77,80610.14%
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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region
West
County
San Diego
Address
11236 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth