RIA Intel›Advisers›Michigan›WEIL ENTERPRISES, INC.

WEIL ENTERPRISES, INC.

Advisory

MI

Data as of Apr 20, 2026 · Source: SEC Form ADV

Average account

$2M

across 19 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$40M

Discretionary AUM$0

Non-Discretionary AUM$40M

Discretionary %0%

Total Clients19

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndMarch

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

MFG CAPITAL, INC.

$40M

MANGOTREE CAPITAL, LLC

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$40M

PIRMANN FINANCIAL SERVICES, INCORPORATED

AUBURN HILLS, MI

$40M

MARTIN J D & CO

$40M

BLASEN BROGAN ASSET MANAGEMENT CO

EAST LANSING, MI

$39M

THE ADVISORY GROUP OF MICHIGAN, INC.

$39M

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