RIA Intel›Advisers›California›WEIL ASSOCIATES, INC.

WEIL ASSOCIATES, INC.

Advisory

CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA
#4,167
of 5,480 advisers by AUM
Average account
$2M
across 13 accounts
AUM per adviser
$23M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$23M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$622K
Discretionary %97.4%
Total Clients13
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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