Weil Capital Management LLC (Palo Alto)

Weil Capital Management LLC is a large advisory firm based in Palo Alto. It manages $142.05 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Weil Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Weil Capital Management: assets under management

The assets under management (AUM) of Weil Capital Management LLC is $142.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 140% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $142.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $959.79 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Weil Capital Management LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Weil Capital Management LLC

Llc Lasecke Enterprises joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Margaret Beam Weil	Member	1 Jan 2000	Other	4393664
Curtis Leslie Weil	Principal	1 Jan 2000	Other	461586
Trustees Of The Weil Family Revocable Trust	Member	1 Jan 2000	75% - 100%	xxx-xx-xxxx
Trustees Of The Weil Family Revocable Trust Fbo C.L. And M. B. Weil Curtis L. And Margaret B. Weil	Member	1 Jan 2000	75% - 100%	xxx-xx-xxxx
Llc Lasecke Enterprises	Member	1 Mar 2006	Other	20-4565016
Tracy Frank Lasecke	Chief executive officer	1 Mar 2006	Other	2784045

Based in Palo Alto

The principal office where Weil Capital Management LLC performs its advisory services is located at 624 University Avenue, Palo Alto, CA 94301 2019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.