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CHRISTOPHER WEIL & CO INC

SEC Registered

Engineered for Client Success Since 1990

SAN DIEGO, CAhttps://cweil.com858-724-6040
Assets Under Management
$500M–$1B
Year Founded
1990
Employees
16
Office Locations
1 office
Total Accounts
1547

About the firm

Christopher Weil & Company, Inc. ("WEIL") provides comprehensive Investment & Wealth Management Services. WEIL combines an understanding of history, theory, contemporary markets and economic trends with decades of hands-on analytical and trading experience. The firm has made a pledge to invest in what it offers its clients, aligning personal fortunes with those of its clients.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable Organizations

Areas of expertise

Investment ManagementWealth ManagementPortfolio ManagementDiversificationEtfsMutual FundsIndividual StocksPrivate InvestmentsEstate TransitionHedgingIncome Strategies

Services

Investment Portfolio Management including Globally Diversified Growth & Income Strategies, Private Investments (institutional-quality investments for qualified investors), Opportunistic Portfolio Strategies (hedging, non-correlated and sector-based), Individual Stock or Bond Portfolios (for high-value investment accounts), Advisory, and Estate Transition Services.

investment_managementwealth_management

Who they serve

Individual investors and qualified investors seeking investment and wealth management services

Client segmentClientsAssets managed
Individuals (Non-HNW)242$89M
High Net Worth Individuals261$785M
Charitable Organizations7$13M
State/Municipal Entities4

6 total clients reported on Form ADV.

Leadership

Christopher Francis Weil
CHAIRMAN, TREASURER
John Vianney Wells
PRESIDENT & CEO, COMPLIANCE OFFICER CORPORATE: SECRETARY
Laura Theresa Gordon
CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER
Matthew Francis Weil
BENEFICIARY OF BOTH TRUSTS

Office locations

1 office in 1 state
CA
SAN DIEGOHQ

Advisors at this firm

13 advisors in the directory

Regulatory & compliance

CRD number
#22090
SEC Number
801-42757
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Asset tierAnnual rate
First $0 - $1,000,0000.00%
Next $1,000,001 - $2,000,0000.85%
Next $2,000,001 - $5,000,0000.75%
Next $5,000,001 - $10,000,0000.50%
Next $10,000,001 and up0.25%

Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHRISTOPHER WEIL & CO INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

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