LEWIS WEIL CO.

Overview

Lewis Weil Co. is an independent, privately held registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines percentage-of-assets and fixed-fee engagements. Lewis Weil Co. identifies as an active ESG investor, indicating environmental, social, and governance factors are considered in its investment decisions. The firm is not positioned as a multi-state or pension consultant adviser and does not act as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives