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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-30-1988
- Office Locations
- 1
Office Locations
About Christopher Weil & Company, Inc.
Christopher Weil & Company, Inc. is a San Diego-based RIA serving retail and institutional clients with integrated financial planning, tax/estate and retirement planning, and insurance solutions alongside discretionary asset management. Portfolios emphasize diversified allocation using mutual funds and ETFs, with experience in fixed income and alternatives (private equity, hedge funds, real estate, and private placements). Custody is primarily at Fidelity/NFS; Orion is used for portfolio management.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
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Owner & Executives
CATALINA NMN CHERNY-SANTOS
Director, Managing Partner
- CRD
- #6300912
- Ownership
- 10% but less than 25%
DANNY CUNG
Director, Managing Partner
- CRD
- #4854055
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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JILLIAN GRACE ANDREWS
Associate
- CRD
- #5168591
Danae S Baltierra
Associate
- CRD
- #7315221
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $876,875,388 | $594,492 |
| Non-Discretionary | $19,366,797 | $268,983 |
| Total | $896,242,185 | $579,342 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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