Christopher Weil & Co Inc.

Christopher Weil & Co Inc. (CRD# 22090) is a financial advisory firm headquartered in San Diego, CA. They manage $593,892,886 in 779 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    594
    MILLION
  • Total Number of Accounts
    779
    ACCOUNTS
  • Average Account Value
    $762,379
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, LA, MA, NV, NY, OH, OR, PA, TX, UT, WA

Financial Advisors at Christopher Weil & Co Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Robert M. Gaan
CRD#: 1952921
11236 El Camino Real, Suite 200, San Diego, CA 92130
96
Wealthminder
score

Robert Gaan (CRD# 1952921) is an Investment Advisor Representative working at Christopher Weil & Co Inc. in San Diego, CA and has over 26 years of experience in the finance industry. Robert Gaan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Danny Cung
CRD#: 4854055
11236 El Camino Real, Suite 200, San Diego, CA 92130
93
Wealthminder
score

Danny Cung (CRD# 4854055) is an Investment Advisor Representative working at Christopher Weil & Co Inc. in San Diego, CA and has over 11 years of experience in the finance industry.

3
Matthew F. Weil
CRD#: 5631867
11236 El Camino Real, Suite 200, San Diego, CA 92130
93
Wealthminder
score

Matthew Weil (CRD# 5631867) is an Investment Advisor Representative working at Christopher Weil & Co Inc. in San Diego, CA and has over 8 years of experience in the finance industry.

4
John V. Wells
CRD#: 2139802
11236 El Camino Real, Suite 200, San Diego, CA 92130
93
Wealthminder
score

John Wells (CRD# 2139802) is an Investment Advisor Representative working at Christopher Weil & Co Inc. in San Diego, CA and has over 24 years of experience in the finance industry.

5
Kit V. Wells
CRD#: 2139901
11236 El Camino Real, Suite 200, San Diego, CA 92130
93
Wealthminder
score

Kit Wells (CRD# 2139901) is an Investment Advisor Representative working at Christopher Weil & Co Inc. in San Diego, CA and has over 25 years of experience in the finance industry.

6
Eugene G. Chen
CRD#: 6169235
11236 El Camino Real, Suite 200, San Diego, CA 92130
90
Wealthminder
score

Eugene Chen (CRD# 6169235) is an Investment Advisor Representative working at Christopher Weil & Co Inc. in San Diego, CA and has over 4 years of experience in the finance industry.

7
Tyler R. Hewes
CRD#: 6300901
11236 El Camino Real, Suite 200, San Diego, CA 92130
89
Wealthminder
score

Tyler Hewes (CRD# 6300901) is an Investment Advisor Representative working at Christopher Weil & Co Inc. in San Diego, CA and has over 3 years of experience in the finance industry.

8
Catalina N. Santos
CRD#: 6300912
11236 El Camino Real, Suite 200, San Diego, CA 92130
87
Wealthminder
score

Catalina Santos (CRD# 6300912) is an Investment Advisor Representative working at Christopher Weil & Co Inc. in San Diego, CA and has over 2 years of experience in the finance industry.

9
Christopher F. Weil
CRD#: 461585
11236 El Camino Real, Suite 200, San Diego, CA 92130
83
Wealthminder
score

Christopher Weil (CRD# 461585) is an Investment Advisor Representative working at Christopher Weil & Co Inc. in San Diego, CA and has over 25 years of experience in the finance industry.

10
Laura T. Gordon
CRD#: 1370406
11236 El Camino Real, Suite 200, San Diego, CA 92130
73
Wealthminder
score

Laura Gordon (CRD# 1370406) is an Investment Advisor Representative working at Christopher Weil & Co Inc. in San Diego, CA and has over 30 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.