WEIL ENTERPRISES, INC.

WEIL ENTERPRISES, INC. is an SEC-registered investment adviser (CRD 123284). Regulatory assets under management: $39.7M.

Registration

• CRD: 123284
• Type: Registered investment adviser
• Phone: 586-558-8544
• Latest filing: 2026-04-20
• Regulatory AUM: $39.7M
• Non-discretionary AUM: $39.7M
• Clients: 2
• Accounts: 19

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123284 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search