# Weil Enterprises, Inc.

> Weil Enterprises, Inc. is a state-registered investment advisory firm, registered since 1980, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 123284
- Filed as: WEIL ENTERPRISES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123284
- AdvisorCensus page: https://advisorcensus.com/firm/weil-enterprises-inc-123284

## Quick answers

**How is Weil Enterprises, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Weil Enterprises, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Weil Enterprises, Inc. registered with the SEC or a state?**
Weil Enterprises, Inc. is a state-registered investment advisory firm, registered since 1980. Status as filed: APPROVED. CRD 123284.

**How much does Weil Enterprises, Inc. manage?**
Weil Enterprises, Inc. reports $39,707,944 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (0% discretionary).

**What types of clients does Weil Enterprises, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19).

**Does Weil Enterprises, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123284

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $39,707,944
- Discretionary: $0
- Non-discretionary: $39,707,944

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $39,707,944 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1980 (46 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weil Enterprises, Inc. (CRD 123284): Form ADV filing data as of October 2026.