DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

SEC-registered adviser

C••••••••• W••• • C• I••

Independent wealth managerSan Diego, CaliforniaCRD 22090SEC 801-42757website IAPD

Legal name T•• W••• C••••••

Latest filing Feb 24, 2026

First filing on the tape Dec 22, 2011 · 39 filings

SEC status approved since Nov 25, 1992

RAUM

$896M

reported, Item 5.F

Discretionary

98%

of RAUM

Private clients

97%

$874M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$68.9M

derived; firm RAUM over IAPD count

Employees

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

39 filings and snapshots on the tape

RAUM$896M as of Feb 24, 2026

Jan 12, 2012$321M then

HNW client RAUM$785M as of Feb 24, 2026

Dec 26, 2017$365M then

State-registered IARs (5.B.3)0 as of Feb 24, 2026

Jan 2, 20131 then

Employees (5.A)16 as of Feb 24, 2026

Jan 2, 201315 then

Private funds13 as of Dec 22, 2022

Jan 12, 201215 then

RAUM -1.9% over the last fiscal year-6.8% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Feb 24, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control

RAUM per advisor: $68.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 39derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.0MderivedHNW RAUM over HNW clients
Average account: $579,342derivedRAUM over accounts (5.F.2.f)
Discretionary: 98%derivedof RAUM
Institutional: 2.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.2derivedItem 5.A over advisors
Advisors per office: 13.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: -1.9%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: -0.8%derived
Compensation: percentage of assets, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Custody: $932,261, 1 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is an insurance broker or agent (6.A.6)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$785M88%
Individuals$89.1M9.9%
Pension and profit-sharing plans$12.9M1.4%
Charitable organizations$6.6M0.7%
Corporations and businesses$3.0M0.3%

Individual clients: 242reported
HNW clients: 261reported
Pension plan clients: 7reported
Charitable clients: 4reported
Accounts: 1,547reported
Financial planning clients: 1-10reported
Wrap fee programs: noreported
Custody of client assets: $932,261 for 1 clientsreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

13 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
R••••• M•••••• G•••Certified Financial Planner	San Diego, Ca	Dec 16, 2005	35 y	0
J••• V•••••• W••••	San Diego, Ca	Dec 16, 2005	35 y	0
D•••• C•••	San Diego, Ca	Jul 8, 2008	22 y	0
T•••• R••••••• H••••	San Diego, Ca	Mar 17, 2014	15 y	0
C••••••• N•• C•••••••••	San Diego, Ca	Nov 16, 2015	12 y	0
J••••••• W•••••• S••••••Certified Financial Planner	San Diego, Ca	Jan 17, 2017	12 y	0
D•••• S• B••••••••	San Diego, Ca	Jan 15, 2021	13 y	0
J•••••• G•••• A••••••	San Diego, Ca	Mar 8, 2024	11 y	0
M•••••• J•••• H••••••	San Diego, Ca	Jan 1, 2025	17 y	0
C•••••••• T•••••• G•••••	San Diego, Ca	Jan 1, 2025	13 y	0
L•••• T•••••• S••••	San Diego, Ca	Jan 5, 2026	39 y	0
K••••••• V••••• C••••••••• T••••••	San Diego, Ca	Jan 5, 2026	12 y	1
R•••• G•••••• C••••••	San Diego, Ca	Jul 24, 2026	10 y	0

Advisor movement

1 left, 1 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 7.7% of current headcount1 left over 36 months

Left, latest

K••••••• H•••••• D•• to W••••• E••••••••• A••••••• S•••••••• L••
Dec 15, 2025 · RIA to affiliated broker-dealer or bank
R•• I••••• to L•• F•••••••• L••
Nov 4, 2022 · RIA to affiliated broker-dealer or bank
G••• C••••••• H•••••• to T•• A••••••• G•••• O• S•• F••••••••• L••
Jun 21, 2011 · Other

Joined, latest

K••••••• V••••• C••••••••• T•••••• from M••••••
Jan 5, 2026 · Affiliated broker-dealer or bank to independent RIA
K••••••• H•••••• D•• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Sep 13, 2023 · Wirehouse to independent RIA

Every departure Every arrival

Private funds

25 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
R•••••• C••• S•••••• P•••••••• L•••no longer reported	Real Estate Fund	$32.9M	46	Dec 22, 2011
H•••••• S•••••• P••••••• I•• L•••no longer reported	Real Estate Fund	$24.6M	40	Dec 22, 2011
C•• I••••• P••••••••• 6• L••no longer reported	Real Estate Fund	$22.4M	101	Dec 26, 2017
C•• I••••• P••••••••• 5• L••no longer reported	Real Estate Fund	$21.7M	108	Jan 31, 2017
W••••• S•••••• P•••••••• L•••no longer reported	Real Estate Fund	$18.1M	54	Dec 22, 2011
A••••• W••• S•••••• P•••••••• L•••no longer reported	Real Estate Fund	$15.8M	33	Dec 22, 2011
C•• I••••• P••••••••• 2• L••no longer reported	Real Estate Fund	$12.4M	92	Jan 2, 2014
C•• C••• D•• Z••••• L••no longer reported	Real Estate Fund	$10.7M	68	Dec 26, 2014
H••• S••••• P•••••••• L•••no longer reported	Real Estate Fund	$10.5M	46	Dec 22, 2011
C•• H••••••••• F••• 1• L••no longer reported	Venture Capital Fund	$9.1M	82	Jan 2, 2014
D•••• H•••• S•••••• P•••••••• L•••no longer reported	Real Estate Fund	$8.0M	28	Dec 22, 2011
C•• I••••• P••••••••• 3• L••no longer reported	Real Estate Fund	$6.4M	34	Jan 31, 2017
W••••••••• A••••••••• L•••no longer reported	Real Estate Fund	$5.7M	48	Dec 22, 2011
C•• N•••• F••• 1• L••no longer reported	Venture Capital Fund	$4.9M	66	Jan 31, 2017
C•• I••••• P••••••••• 4• L••no longer reported	Real Estate Fund	$4.0M	36	Jan 31, 2017
C•• R••••••• H•••••• F••• 3• L••no longer reported	Real Estate Fund	$3.1M	68	Mar 29, 2012
C•• I••••• P••••••••• 1• L••no longer reported	Real Estate Fund	$3.0M	41	Jan 2, 2014
C•• H••• B•••••••• F•••• L••no longer reported	Hedge Fund	$2.6M	15	Dec 22, 2011
C•• R••••••• H•••••• F•••• L•no longer reported	Real Estate Fund	$1.2M	99	Dec 22, 2011
C•• R••••••• H•••••• F••• 2• L••no longer reported	Real Estate Fund	$667,068	69	Dec 22, 2011
C•• M••••• L•• • L••••••••• T••••no longer reported	Venture Capital Fund	$557,141	90	Dec 22, 2011
D••••• S•••••• P•••••••• L•••no longer reported	Real Estate Fund	$383,383	18	Dec 22, 2011
S•• V••••••• 9•••• L•no longer reported	Venture Capital Fund	$157,300	17	Dec 22, 2011
C•• V••••••• 2•••• L• • L••••••••• T••••no longer reported	Venture Capital Fund	$31,676	16	Dec 22, 2011
S•• V••••••• 9••••• L•no longer reported	Venture Capital Fund	$5,875	8	Dec 22, 2011

Owners and control persons

Schedule A and B, latest filing

G•••••• L•••• T•••••• · Chief Financial Officer, Chief Compliance Officercontrol
since 01/2005 · owns less than 5%
W•••• C••••••••• F•••••• · Chairman, Treasurercontrol
since 12/2011 · owns less than 5%
W••••• J••• V•••••• · President & Ceo, Compliance Officer Corporate: Secretarycontrol
since 01/2005 · owns less than 5%
W•••• C••••••• S•••••• · Beneficiary Of Both Trusts
since 12/2011 · owns 25% to 50% of C•••• 2••• I••••••••• T••••
W•••• M••••••• F•••••• · Beneficiary Of Both Trusts
since 12/2011 · owns 25% to 50% of C•••• 2••• I••••••••• T••••
W••••• K••• V••••••• · Beneficiary Of Both Trusts
since 12/2011 · owns 25% to 50% of C•••• 2••• I••••••••• T••••

Entity owners

C•••• 2••• I••••••••• T•••• · Owner
direct · owns 10% to 25%
C•••• 2••• I••••••••• T•••• · Owner
direct · owns 10% to 25%
C•••• 2••• I••••••••• T•••• · Owner
direct · owns 10% to 25%
P•••• 2••• I••••••••• T•••• · Owner
direct · owns 10% to 25%
P•••• 2••• I••••••••• T•••• · Owner
direct · owns 10% to 25%
P•••• 2••• I••••••••• T•••• · Owner
direct · owns 10% to 25%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
San Diego, Ca · principal	13	3	1

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 1,515 to 1,547
May 6, 2025 to Dec 24, 2025
Advisory employees · 10 to 7
May 6, 2025 to Dec 24, 2025
Advisory activities · 4 to 3
May 6, 2025 to Dec 24, 2025
Charity clients · 5 to 4
May 6, 2025 to Dec 24, 2025
HNW clients · 262 to 261
May 6, 2025 to Dec 24, 2025
Individual clients · 235 to 242
May 6, 2025 to Dec 24, 2025
Pension plan clients · 8 to 7
May 6, 2025 to Dec 24, 2025
Assets in custody · $1.2M to $932,261
May 6, 2025 to Dec 24, 2025
Employees · 21 to 16
May 6, 2025 to Dec 24, 2025
Discretionary RAUM · $784M to $877M
May 6, 2025 to Dec 24, 2025
HNW RAUM · $709M to $785M
May 6, 2025 to Dec 24, 2025
Individual RAUM · $74.3M to $89.1M
May 6, 2025 to Dec 24, 2025
Non-discretionary RAUM · $39.6M to $19.4M
May 6, 2025 to Dec 24, 2025
Pension RAUM · $30.9M to $12.9M
May 6, 2025 to Dec 24, 2025
RAUM · $824M to $896M
May 6, 2025 to Dec 24, 2025
Accounts · 1,479 to 1,515
Apr 9, 2025 to May 6, 2025
Corporate clients · 7 to 5
Apr 9, 2025 to May 6, 2025
Individual clients · 245 to 235
Apr 9, 2025 to May 6, 2025
Financial planning clients · 1-10 to 1-10
Apr 9, 2025 to May 6, 2025
Discretionary RAUM · $875M to $784M
Apr 9, 2025 to May 6, 2025
HNW RAUM · $719M to $709M
Apr 9, 2025 to May 6, 2025
Individual RAUM · $80.0M to $74.3M
Apr 9, 2025 to May 6, 2025
Non-discretionary RAUM · $38.7M to $39.6M
Apr 9, 2025 to May 6, 2025
Pension RAUM · $30.8M to $30.9M
Apr 9, 2025 to May 6, 2025
RAUM · $913M to $824M
Apr 9, 2025 to May 6, 2025
Advisory activities · 5 to 4
Dec 17, 2024 to Jan 29, 2025
Accounts · 1,478 to 1,479
May 17, 2024 to Dec 17, 2024
Corporate clients · 8 to 7
May 17, 2024 to Dec 17, 2024
HNW clients · 272 to 262
May 17, 2024 to Dec 17, 2024
Individual clients · 239 to 245
May 17, 2024 to Dec 17, 2024
Pension plan clients · 5 to 8
May 17, 2024 to Dec 17, 2024
Assets in custody · $8.2M to $1.2M
May 17, 2024 to Dec 17, 2024
Employees · 24 to 21
May 17, 2024 to Dec 17, 2024
Discretionary RAUM · $736M to $875M
May 17, 2024 to Dec 17, 2024
HNW RAUM · $615M to $719M
May 17, 2024 to Dec 17, 2024
Individual RAUM · $56.5M to $80.0M
May 17, 2024 to Dec 17, 2024
Non-discretionary RAUM · $45.8M to $38.7M
May 17, 2024 to Dec 17, 2024
Pension RAUM · $23.3M to $30.8M
May 17, 2024 to Dec 17, 2024
RAUM · $782M to $913M
May 17, 2024 to Dec 17, 2024
Accounts · 1,663 to 1,478
May 15, 2023 to Dec 26, 2023

Signals

3 dated events

K••••••• H•••••• D•• left C••••••••• W••• • C• I•• for W••••• E••••••••• A••••••• S•••••••• L•• (registered 2026-02-03)
Dec 15, 2025 · Advisor changed firm · fact
C••••••••• W••• • C• I•• reported RAUM $782.0M, down 29% from $1.1B (2023-05-15 to 2023-12-26)
Dec 26, 2023 · RAUM change · derived
R•• I••••• left C••••••••• W••• • C• I•• for L•• F•••••••• L•• (registered 2024-03-07)
Nov 4, 2022 · Advisor changed firm · fact

Across DFX

shared identifiers only, never a name match

C••••••••• W••• • C• I•• · Private Equity
shared crd · intermediary
C••••••••• W••• • C• I•• · Venture Capital
shared crd · organization

How to reach

public business contact points only, each with its source

Business email: i•••@c••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Business phone: 858-724-6040reportedpublished by the firm, firm site, Sep 16, 2026
Business phone: 858-724-6080reportedpublished by the firm, firm site, Sep 16, 2026
Firm profile: LinkedIn.com/company/Christopher-Weil-&-Companyreportedpublic record, Form ADV, Sep 18, 2026
Website: CW•••.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 858-724-6040reportedpublic record, Form ADV, Feb 24, 2026
Contact form: c••••.comreportedpublished by the firm, firm site, Sep 16, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $68.9Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

C••••••••• W••• • C• I•• is the same institution as 1 record in Real Estate Funds.

Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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