THE WEIL COMPANY

FORM ADV BROCHURE AS OF 4/15/2025 12/15/2024105/15/20 Item 1: Cover Page The Weil Company dba Christopher Weil & Company, Inc.
 Form ADV Part 2 Investment Adviser Brochure 11236 El Camino Real, Suite 200 San Diego, CA 92130
 Telephone: 800-355-9345
 Email: lsword@cweil.com
 Web Address: www.cweil.com
 April 15, 2025 This brochure provides information about the qualifications and business practices of Christopher Weil & Company, Inc. (WEIL). If you have any questions about the contents of this brochure, please contact us at 800-355-9345 or lsword@cweil.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration does not imply a level of skill or training. Additional information about WEIL is also available on the SEC website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Our firm's CRD number is 22090, or link directly to https://www.adviserinfo.sec.gov/Firm/22090. 11236 El Camino Real, Suite 200, San Diego, CA 92130 • (858) 724-6040 • www.cweil.com Registered Investment Advisor 
 
 
  Item 2: Material Changes Since the date of our last Form ADV Brochure dated January 25, 2025, WEIL made the following material changes to this brochure: No material changes were made  Item 3: Table of Contents Item 1 Cover Page Item 2 Material Changes Item 3 Table of Contents Item 4 Advisory Business Financial Advisory Services Investment Management Services Financial Planning Estate Transition Services Pension Consulting Services Wrap Fee Programs (none) Amount of Managed Assets Item 5 Fees and Compensation Advisory Management Fees Pension Consulting Services Limited Negotiability of Advisory Fees Other Fee Programs Termination/Refunds Performance Based Fees (none) General Information Financial Planning Fees Financial Planning Fee Offset Commission Compensation (none) Insurance Commission Compensation Additional Fees and Expenses Advisory Fees in General Limited Prepayment of Fees ERISA Accounts Item 6 Performance-Based Fees and Side-by-Side Management Item 7 Types of Clients Item 8 Methods of Analysis, Investment Strategies and Risk of Loss Methods of Analysis Investment Strategies Item 9 Disciplinary Information (none)  Item 10 Other Financial Registrations and Activities and Affiliations Firm Registrations and Activities and Affiliations Firm Registrations and Activities (none) Firm Affiliations (none) Management Personnel Activities and Affiliations How We Handle Conflicts of Interest Item 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading Item 12 Brokerage Practices Item 13 Review of Accounts Reviews Reports Item 14 Client Referrals and Other Compensation Client Referrals Other Compensation Item 15 Custody Item 16 Investment Discretion Item 17 Voting Client Securities Adoption of Proxy Voting Policy Authority and Procedures for Proxy Voting Item 18 Financial Information Form ADV Part 2B Investor Adviser Brochure Supplement John Wells Laura Sword Robert Gaan Danny Cung Michael Hubbert Tyler Hewes Jonathan Strauss Vianca Tabuena Kimberly Day  Item 4: Advisory Business WEIL is a SEC-registered investment adviser with its principal place of business located in San Diego, California. WEIL began conducting business in 1989. The firm's principal shareholders (i.e., those individuals and/or entities controlling 25% or more of this company) are: Matthew Weil, Kit-Victoria Wells and Caitlin Weil. WEIL offers the following advisory services to our clients: Financial Advisory Services Our firm provides continuous advice to clients regarding the investment of client funds based on the individual needs of the client (Advisory) which can be provided on a standalone basis or in conjunction with our investment management services (see below). We manage advisory accounts on a discretionary basis. Through personal discussions in which goals and objectives are established, as well as a client's particular circumstances, we manage a portfolio based on that information. Account supervision is guided by the client's stated objectives (i.e., maximized capital appreciation, growth, income, or growth and income), as well as tax and other personalized considerations and is generally memorialized by a personal Investment Policy Statement (IPS). During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. We continue to monitor client circumstances by having discussions with the client at least annually and by making adjustments as needed based on objectives and goals. There is a fee charged for Advisory Services, which may include a minimum (noted in the next section). Investment Management Services We provide continuous investment management services (Investment Management) to clients using portfolio strategies that are designed to meet a client’s particular investment goals. We exercise discretion in client accounts to make the necessary purchases and sales to keep portfolios in line with those goals. Our portfolios include diversified, concentrated, as well as opportunistic strategies utilizing hedging, non- correlated and investments in ETFs that hold cryptocurrency or derivatives of cryptocurrency. For high- value investment accounts, we may also use individual stock and bond portfolios. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. Consistent with client’s IPS, investments may be made in securities of any kind, including, but not limited to open-end and closed-end mutual fund shares, exchange traded funds, common and preferred stocks, options contracts on securities, commercial paper, warrants, rights, corporate, municipal and/or government bonds, notes or bills ("Securities"). Additionally, investments may be made in Securities that are long or short (hedge funds), use leveraged strategies (typically financial derivatives and debt to amplify returns), are illiquid or have restricted purchase and/or sale windows (interval/tender funds, and interests in  Limited Partnerships and Limited Liability Companies), as well as Securities traded over-the-counter, variable life insurance, variable annuities, municipal securities, and/or foreign issues. All or a portion of Account(s) may be held in cash or cash equivalents, including Securities issued by money market mutual funds and/or Certificates of Deposit. Our services provide clients with the ability to custody assets with qualified custodians, manage cash and receive general financial advice from WEIL all in one convenient relationship and on a limited basis to self- direct trades for high-value investment accounts. Services include: • cash management, on a discretionary basis, of all cash and cash equivalents in the account (including Treasury instruments, certificates of deposit, money market funds and cash balances); • consolidated quarterly performance reporting of account assets; • referrals for targeted client needs to specialized service-providers (such as CPAs, attorneys, estate planners, trust services providers, family office services and accountant/ bookkeepers); • class action lawsuit-filing and coordination on client’s behalf; • on-line account access; and • automated processing of periodic distributions. Because some types of investments involve certain additional degrees of risk, they will only be recommended and/or implemented when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. Through personal discussions with the client in which the client's goals and objectives are established, we determine if the portfolio strategy is suitable to the client's circumstances. Once we determine the suitability of the portfolio for the client, the portfolio is managed based on the portfolio's goal, rather than on each client's individual needs. Clients retain individual ownership of all securities. To ensure that our initial determination of an appropriate portfolio remains suitable and that the account continues to be managed in a manner consistent with the client's financial circumstances, we will: • at least annually, contact each client to determine whether there have been any changes in the client's financial situation or investment objectives; and • be reasonably available to consult with the client. Financial Planning Our firm provides financial planning services. Financial planning is a comprehensive evaluation of a client’s current and future financial state by using currently known variables to forecast future cash flows, asset values and withdrawal plans. Through the financial planning process, various questions, information and analysis are considered as they impact and are impacted by the entire financial and life situation of the client. In general, our financial plan addresses all aspects of your financial life. We conduct a thorough review of your personal finances, including budgeting, tax planning, investment strategies, insurance coverage,  retirement planning, and estate planning. We analyze your current financial situation, identify potential risks, and develop personalized strategies to help you achieve your financial goals, such as wealth accumulation, income generation, and estate preservation. Our services include a review of the client’s cash needs at death, income needs of surviving dependents, estate planning and disability income. We may assist the client in assessing and developing long-term strategies, including as appropriate, living trusts, wills, and other asset protection plans. Further, we review estate tax matters, powers of attorney, asset protection plans, nursing homes, Medicaid and elder law matters as appropriate. We gather required information through in-depth personal interviews. Information gathered includes the client's current financial status, tax status, future goals, returns objectives and attitudes towards risk. We carefully review documents supplied by the client, including a questionnaire completed by or with the client, and prepare a written report. Should the client choose to implement the recommendations contained in the plan, we suggest the client work closely with his/her attorney, accountant, insurance agent, and/or other professionals. Implementation of financial plan recommendations is entirely at the client's discretion. We also provide general non-securities advice on topics that may include budgetary planning, estate planning and business planning. Financial Planning recommendations are not limited to any specific product or service offered by a broker- dealer or insurance company. Typically, the financial plan is presented to the client in a timely manner, provided that all information needed to prepare the financial plan has been promptly provided. Estate Transition Services We offer preparation and transition services pertaining to client’s entire financial life. We gather information, and where appropriate, copies of documentation, as to a clients assets, liabilities, cash flow, all forms of insurance, estate plan, monthly expenses, heirs, family members, trusted contacts, trusted vendors, and other miscellaneous information. We may also include discussing with a client their wishes and intentions as to our involvement in the transitioning of their estate when such time arrives. This information is stored in systems that manage and maintain data. Clients are offered at least one meeting per year to review and update the gathered information. With this information in place we provide advice and assistance to successor trustee(s), executor(s), other key vendors, family, and/or heirs, as instructed by the client. These services can include us working with client’s successor trustee or executor to ensure that assets are retitled and/or transferred in accordance with the provisions of client’s trust and/or will. We may work with client’s successor trustee or executor in transitioning assets of client’s estate, regardless of where they are custodied. This could include but may not be limited to private investments, accounts held through employers, investments held on mutual fund platforms, residential real estate, commercial real estate, rental properties, business ownership, and other personal property. The fee for this service begins at the estate trigger event which may be, but is not limited to, incapacity, disability, or death.  Pension Consulting Services We also provide several pension consulting services separately or in combination. While the primary clients for these services will be pension, profit sharing and 401(k) plans, we offer these services, where appropriate, to individuals and trusts, estates and charitable organizations. Pension Consulting Services are comprised of four distinct services. Clients may choose to use any or all of these services. Investment Policy Statement Preparation (IPS) We will meet with the client to determine an appropriate investment strategy that reflects the plan sponsor's stated investment objectives for management of the overall plan. Our firm then prepares a written IPS detailing those needs and goals, including an encompassing policy under which these goals are to be achieved. The IPS also lists the criteria for selection of investment vehicles as well as the procedures and timing interval for monitoring of investment performance. Selection of Investment Vehicles We assist plan sponsors in constructing appropriate asset allocation models. We will then review to determine which investments are appropriate to implement based on the client's IPS. The investments to be recommended will be determined by the client, based on the IPS. Monitoring of Investment Performance We monitor client investments continually, based on the procedures and timing intervals delineated in the IPS. Although our firm may or may not be involved in the purchase or sale of these investments, we supervise the client's portfolio and will make recommendations to the client as market factors and the client's needs dictate. Employee Communications For pension, profit sharing and 401(k) plan clients with individual plan participants exercising control over assets in their own account (''self-directed plans''), we may also provide periodic educational support and investment workshops designed for the plan participants. The nature of the topics to be covered will be determined by us and the client under the guidelines established in ERISA Section 404(c). The educational support and investment workshops will NOT provide plan participants with individualized, tailored investment advice or individualized, tailored asset allocation recommendations. Wrap Fee Programs Our firm does not sponsor any Wrap Fee Programs. 
 Amount of Managed Assets As of 03/31/2025, we actively managed approximately $783,954,173 in discretionary assets under management in the Advisory, Investment Management Services. Additionally we managed approximately $39,605,955 on a non-discretionary basis.  Item 5: Fees and Compensation Advisory and Management Fees We believe that WEIL has adopted a fee structure that is sound, equitable and accurately reflects our relationship with our clients. Clients are charged the greater of the minimum annual fee (unless waived) or the calculated fee for Advisory and Investment Management. The initial fee is charged on the last business day of the quarter in which assets are transferred (Opening Date) to the client account, and are based on the total value on that date. The period which such payment covers will run from Opening Date through the last Custodian statement (Statement) date of the current calendar quarter. Thereafter, the quarterly fee will be based on the net equity value on the last Statement date of each calendar quarter and will be due and payable on the first day of each quarter or when billed, whichever is later. Where a Statement is not available from the Custodian, we will use our best efforts to determine an account’s net equity value for billing purposes. Should a net debit balance exist in the account (generally due to the existence of margin balances) then the fee shall be based on the total value of securities (the gross account assets before margin balances are deducted.) The quarterly fee is charged in advance. Intra-period adjustments are not made for withdrawals from or deposits to assets and/or account(s), nor are adjustments made for fluctuations in value during a billing period. To the extent necessary, WEIL is authorized to sell securities or use margin in account(s) to satisfy any fees due to WEIL. WEIL directs the qualified custodian to deduct fees directly from the account in accordance with the client authorization in the Agreement(s) unless you request to make payment via invoice or by ACH from a designated account. By default, WEIL deducts fees from the account to which the service is attached. WEIL will send clients a quarterly invoice for fees due. Fees will be debited from the account. Typically, WEIL will provide the client with a calculation of the fee before or at the time of withdrawal. If the client requests to be billed directly, an invoice will be provided and a $25 billing fee may be added to the billed amount. Such billings are due within 10 days of the date of the invoice. WEIL reserves the right to deduct the fees from the account(s) if the fees remain unpaid for 30 days or more. WEIL may liquidate securities or cause an account to borrow funds under a margin agreement between the client and custodian to pay WEIL’s fee. The client authorizes the qualified custodian, upon presentation of a bill from WEIL, to withdraw WEIL’s fee and forward the funds to WEIL. Our current fee structure is a Tiered Fee Schedule as follows: Annual Fee $10,000 First $0 - $1,000,000 Included with Annual Fee Next $1,000,001 - $2,000,000 .85% Next $2,000,001 - $5,000,000 .75% Next $5,000,001 - $10,000,000 .50% Next $10,000,001 and up .25% Fees include Advisory and Investment Management (AIM) services by WEIL, but exclude applicable commissions and brokerage fees charged by others such as the account custodian. Certain investments  undertaken with respect to the account, such as mutual funds and unit investment trusts, may be subject to additional management fees which are payable to the investment sponsors. These fees are not included in the advisory fees the client pays to WEIL but are reflected in the results of operations of such investments. The client may pay costs to their custodian, including but not limited to execution costs, exchange fees, custody fees and/or brokerage commissions. WEIL has established a relationship with Fidelity Investments for clients, and clients may choose to custody the assets managed by WEIL there. Alternatively, WEIL will work with clients to select another custodian that best fits the needs of the client. When possible, WEIL may aggregate certain transactions for the account with transactions in the same security done on behalf of some of WEIL’s other clients on the same day. WEIL’s order aggregation practices are described in this brochure. Financial Planning Fees
 WEIL's Financial Planning fee is determined based on the nature of the services being provided and the complexity of each client’s circumstances. All fees are agreed upon prior to entering into a contract with any client. Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $250 to $10,000, depending on the specific arrangement reached with the client. We may request a retainer upon completion of our initial fact-finding session with the client, however, advance payment requests will never exceed $1,200 for work that will not be completed within six months. The balance is due upon completion of the plan. Financial Planning Fee Offset WEIL reserves the discretion to reduce or waive the fee if a financial planning client chooses to engage us for our Advisory or Asset Management services. Commission Compensation
 WEIL is not currently dually registered as a broker-dealer and therefore does not maintain any clearing arrangements and does not conduct any commission-based broker business. If, in the future, WEIL were to engage in this business activity, management personnel and certain employees of our firm may become licensed as registered representatives of the broker-dealer. This would present a conflict of interest to the extent that these individuals recommend that a client invest in a security which results in a commission being paid to WEIL and/or the individuals. Clients would not be under any obligation to engage these individuals when considering implementation of advisory recommendations. The implementation of any or all recommendations would be solely at the discretion of the client. Insurance Commission Compensation 
 WEIL is a licensed Insurance Broker. Certain management personnel and/or employees who are properly licensed may also sell insurance. As such, these individuals are able to receive separate, yet customary compensation (i.e. commissions or fees), resulting from implementing product transactions on behalf of  advisory clients. All such compensation is assigned to WEIL rather than kept by the employee. These commissions can range from less than 55% to more than 100% of the first year premium. Employees receive no personal benefit from such insurance compensation apart from their salary as an employee of WEIL. Clients, however, are not under any obligation to engage these individuals when considering implementation of advisory recommendations. The implementation of any or all of these or other recommendations is solely at the discretion of the client. While WEIL and its employees endeavor at all times to put the interest of the clients first as part of our fiduciary duty, clients should be aware that the receipt of additional compensation itself creates a conflict of interest, and may affect the judgment of these individuals when making recommendations. Notwithstanding the above, advisory fees will always be offset for commissions earned on securities transactions executed in pension, profit-sharing, 401(k), IRA or other client accounts where to do otherwise would constitute a prohibited transaction under the provisions of ERISA or the Internal Revenue Code. Pension Consulting Services Fees Our fees for Pension Consulting Services are generally based on a percentage of assets under advisement, according to the fee schedules above. In certain arrangements, the client or Plan sponsor may utilize third party platforms that negotiate their own fee schedule and compensate WEIL as the Adviser to such plans. In these instances WEIL’s Advisory fees are included in the arrangement and are generally paid out of platform’s fees directly to WEIL. In some Pension Consulting arrangements with clients or plan sponsors, WEIL may charge a fee, typically ranging from $250 to $10,000, depending on the specific arrangement reached with the client, for certain negotiated or specific services. Limited Negotiability of Fees Although WEIL has established the aforementioned fee schedule(s), we retain the discretion to negotiate alternative fees upward or downward on a client-by-client basis. Client facts, circumstances and needs are considered in determining the fee schedule. These include the complexity of the client, assets to be placed under management, anticipated future additional assets, related accounts, portfolio style, account composition and reports, among other factors. The specific annual fee schedule is identified in the contract between the Adviser and each client. We may group certain related client accounts including immediate family member accounts in order to obtain a reduced fee, as well as qualified plan accounts where the client is the sole or primary beneficiary. In certain circumstances these fees may be negotiated to rates higher or lower than the stated fee schedule. Any negotiated fee will be documented in writing as part of the Agreement.  Discounts, not generally available to our advisory clients, may be offered to employees, and family members of WEIL. Clients will receive confirmation at the time of purchase or sale for all transactions effected in their accounts directly from the qualified custodian. Clients will also receive monthly account statements and annual account summaries from the brokerage firm. The client will also receive a quarterly billing statement from WEIL. Other Fee Programs WEIL may enter into agreements with other unaffiliated brokerage and/or financial service firms to provide investment management services to managed accounts in their fee programs. The investment management services WEIL may provide to other unaffiliated brokerage firms’ managed accounts differs from services provided to WEIL managed accounts in that WEIL provides a much higher degree of individualized attention to its WEIL accounts. Termination/Refunds Agreements will continue in effect until terminated in writing by either the client or us. Upon receipt of termination notice, termination of the Agreement is effective the last day of the quarter in which notice is made. Any fees charged for the quarter in which AIM Agreement is terminated will be refunded in full, with no prorations. Upon receipt of notice of termination, all discretionary trading of the account(s) will cease unless WEIL is directed to liquidate account(s) or sell certain securities held in account(s). If WEIL is directed to liquidate or to sell certain securities in the account(s), WEIL will liquidate or sell the named securities as soon as possible. If client is a natural person, the death, disability or incompetency of client will not terminate or change the terms of the agreement. However, client’s executor, guardian, attorney-in-fact or other authorized representative may terminate agreement by giving written notice to WEIL. GENERAL INFORMATION Additional Fees and Expenses
 In addition to our advisory fees, clients are also responsible for the fees and expenses charged by custodians and imposed by broker-dealers, including, but not limited to, any transaction charges imposed by a brokerage firm with which an independent investment manager effects transactions for the client's account(s). Please refer to the "Brokerage Practices" section (Item 12) of this Form ADV for additional information. Grandfathering of Minimum Account Requirements Pre-existing advisory clients are subject to WEIL’s minimum account requirements and advisory fees in effect at the time the client enters the advisory relationship. Therefore, our firm's minimum account requirements will differ among clients.  Advisory Fees in General Clients should note that similar Advisory services may (or may not) be available from other registered (or unregistered) investment advisers for similar or lower fees. Additional Fees and Expenses In addition to our advisory fees, clients are also responsible for the fees and expenses charged by custodians and imposed by broker dealers, including, but not limited to, any transaction charges imposed by a broker dealer with which WEIL effects transactions for the client's account(s). ERISA Accounts WEIL is deemed to be a fiduciary to advisory clients that are employee benefit plans or individual retirement accounts (IRAs) pursuant to the Employee Retirement Income and Securities Act ("ERISA"), and regulations under the Internal Revenue Code of 1986 (the "Code"), respectively. As such, our firm is subject to specific duties and obligations under ERISA and the Internal Revenue Code that include among other things, restrictions concerning certain forms of compensation. To avoid engaging in prohibited transactions, WEIL may only charge fees for investment advice about products for which our firm and/or our related persons do not receive any commissions or 12b-1 fees. Item 6: Performance-Based Fees and Side-By-Side Management Performance-Based Fees WEIL does not enter into performance based fee arrangements with advisory clients. Item 7: Types of Clients WEIL provides advisory services to the following types of clients: High net worth individuals; Individuals (other than high net worth individuals); Pension and profit sharing plans (other than plan participants); Charitable organizations; and Corporations or other businesses not listed above. WEIL does not generally impose a minimum account size for our advisory services, but does generally impose a minimum fee of $10,000 per year. Item 8: Methods of Analysis, Investment Strategies and Risk of Loss METHODS OF ANALYSIS We use the following methods of analysis in formulating our investment advice and/or managing client assets:  Fundamental Analysis
We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell). Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock. Cyclical Analysis
In this type of technical analysis, we measure the movements of a particular stock against the overall market in an attempt to predict the price movement of the security. Qualitative Analysis
We subjectively evaluate non-quantifiable factors such as quality of management, labor relations, and strength of research and development factors not readily subject to measurement, and predict changes to share price based on that data. A risk in using qualitative analysis is that our subjective judgment may prove incorrect. Quantitative Analysis
We use mathematical models in an attempt to obtain more accurate measurements of a company’s quantifiable data, such as the value of a share price or earnings per share, and predict changes to that data. A risk in using quantitative analysis is that the models used may be based on assumptions that prove to be incorrect. Technical Analysis
We analyze past market movements and apply that analysis to the present in an attempt to recognize recurring patterns of investor behavior and potentially predict future price movement. Technical analysis does not consider the underlying financial condition of a company. This presents a risk in that a poorly managed or financially unsound company may underperform regardless of market movement. Charting
In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse. Asset Allocation
Rather than focusing primarily on securities selection, we attempt to identify an appropriate ratio of equities, fixed income, and cash suitable to the client’s investment goals and risk tolerance. A risk of asset allocation is that the client may not participate in sharp increases in a particular security, industry or market sector. Another risk is that the ratio of equities, fixed income, and cash will change over time due to stock and market movements and, if not corrected, will no longer be appropriate for the client’s goals. Mutual Fund and/or ETF Analysis
We look at the experience and track record of the manager of the  mutual fund or ETF in an attempt to determine if that manager has demonstrated an ability to invest over a period of time and in different economic conditions. We also look at the underlying assets in a mutual fund or ETF in an attempt to determine if there is significant overlap in the underlying investments held in another fund(s) in the client’s portfolio. We also monitor the funds or ETFs in an attempt to determine if they are continuing to follow their stated investment strategy. A risk of mutual fund and/or ETF analysis is that, as in all securities investments, past performance does not guarantee future results. A manager who has been successful may not be able to replicate that success in the future. In addition, as we do not control the underlying investments in a fund or ETF, managers of different funds held by the client may purchase the same security, increasing the risk to the client if that security were to fall in value. There is also a risk that a manager may deviate from the stated investment mandate or strategy of the fund or ETF, which could make the holding(s) less suitable for the client’s portfolio. Internally Prepared Research
WEIL will also use internally prepared research as a method of analysis and investment strategy. Risks for All Forms of Analysis
Our securities analysis methods rely on the assumption that the companies whose securities we purchase and sell, the rating agencies that review these securities, and other publicly- available sources of information about these securities, are providing accurate and unbiased data. While we are alert to indications that data may be incorrect, there is always a risk that our analysis may be compromised by inaccurate or misleading information. INVESTMENT STRATEGIES We generally purchase securities with the idea of holding them in the client's account for a year or longer (long-term purchases). Typically, we employ this strategy when we believe the securities to be currently undervalued, and/or we want exposure to a particular asset class over time, regardless of the current projection for this class. A risk in a long-term purchase strategy is that by holding the security for this length of time, we may not take advantage of short-term gains that could be profitable to a client. Moreover, if our predictions are incorrect, a security may decline sharply in value before we make the decision to sell. Additionally we may use the following strategies in managing client accounts, provided that such strategies are appropriate to the needs of the client and consistent with the client's investment objectives, risk tolerance, and time horizons, among other considerations: Short-term purchases
When utilizing this strategy, we purchase securities with the idea of selling them within a relatively short time (typically a year or less). We do this in an attempt to take advantage of conditions that we believe will soon result in a price swing in the securities we purchase. A short-term purchase strategy poses risks should the anticipated price swing not materialize; we are then left with the option of having a long-term investment in a security that was designed to be a short-term purchase, or potentially taking a loss.  In addition, this strategy involves more frequent trading than does a longer-term strategy, and will result in increased brokerage and other transaction-related costs, as well as less favorable tax treatment of short-term capital gains. Short sales
We borrow shares of a stock for your portfolio from someone who owns the stock on a promise to replace the shares on a future date at a certain price. Those borrowed shares are then sold. On the agreed- upon future date, we buy the same stock and return the shares to the original owner. We engage in short selling based on our determination that the stock will go down in price after we have borrowed the shares. If we are correct and the stock price has gone down since the shares were purchased from the original owner, the client account realizes the profit. Margin transactions
We will purchase stocks for your portfolio with money borrowed from your brokerage account. This allows you to purchase more stock than you would be able to with your available cash, and allows us to purchase stock without selling other holdings. Option writing
We may use options as an investment strategy. An option is a contract that gives the buyer the right, but not the obligation, to buy or sell an asset (such as a share of stock) at a specific price on or before a certain date. An option, just like a stock or bond, is a security. An option is also a derivative, because it derives its value from an underlying asset. The two types of options are calls and puts: A call gives us the right to buy an asset at a certain price within a specific period of time. We will buy a call if we have determined that the stock will increase substantially before the option expires. A put gives us the right to sell an asset at a certain price within a specific period of time. We will buy a put if we have determined that the price of the stock will fall before the option expires. We will use options to speculate on the possibility of a sharp price swing. We will also use options to "hedge" a purchase of the underlying security; in other words, we will use an option purchase to limit the potential upside and downside of a security we have purchased for your portfolio. We use "covered calls," in which we sell an option on a security or securities that you own. In this strategy, you receive a fee for making the option available, and the person purchasing the option has the right to buy the security from you at an agreed-upon price. We use a "spreading strategy," in which we purchase two or more option contracts (for example, a call option that you buy and a call option that you sell) for the same underlying security. This effectively puts you on both sides of the market, but with the ability to vary price, time and other factors. Risk of Loss
Securities investments are not guaranteed and you may lose money on your investments. We ask that you work with us to help us understand your tolerance for risk.  Item 9: Disciplinary Information We are required to disclose any legal or disciplinary events that are material to a client's or prospective client's evaluation of our advisory business or the integrity of our management. Our firm and our management personnel have no reportable disciplinary events to disclose. Item 10: Other Financial Industry Activities and Affiliations Firm Registrations and Activities and Affiliations Firm Registrations and Activities
 WEIL is not currently, but was formerly registered as a FINRA Broker-Dealer. Firm Affiliations WEIL is not affiliated with any other financial institutions. Management Personnel Registrations, Activities and Affiliations Management Personnel Registrations
 Management personnel of our firm were formerly, but are no longer, licensed as registered representatives of a Broker-Dealer. Management Personnel Activities and Affiliations
 Certain management personnel of WEIL, in their separate capacities are licensed as insurance brokers or agents. Specifically, Robert Gaan (Robert), Tyler Hewes (Tyler), and Kimberly Day (Kim) are licensed as life insurance agents. As such, they can earn separate compensation for the sale for life insurance related products recommended to WEIL advisory clients. Robert, Tyler, and Kim are permitted to offer insurance products to WEIL clients to provide a more comprehensive financial planning service to clients. 100% of these commissions are assigned to WEIL. Robert, Tyler, and Kim receive no personal benefit from these commissions apart from salary as employees of WEIL. Generally, the commissions can range from less than 55% to more than 100% of the first year’s premium which is shared with the unrelated general agent placing the insurance on behalf of the client, to smaller amounts, depending on the product. Usually, the agent may also receive annual trailing commissions when the owner of the insurance product pays periodic premiums. Clients, however, are not under any obligation to engage WEIL when considering implementation of advisory recommendations. The implementation of any or all of these or other recommendations is solely at the discretion of the client. How We Handle Conflicts of Interest
 Clients should be aware that the receipt of additional compensation by WEIL and its management persons or employees creates a conflict of interest that may impair the objectivity of our firm and these individuals when making advisory recommendations. WEIL endeavors at all times to put the interest of its clients first as part  of our fiduciary duty as a registered investment adviser, and we take the following steps to address this conflict: • We disclose to clients the existence of all material conflicts of interest, including the potential for our firm and our employees to earn compensation from advisory clients in addition to our firm's advisory fees; • We disclose to clients that they are not obligated to purchase recommended products from our employees; • We collect, maintain and document accurate, complete and relevant client background information, including the client’s financial goals, objectives and risk tolerance; • Our firm's management conducts regular reviews of each client account to verify that all recommendations made to a client are suitable to the client’s needs and circumstances; • We require that our employees seek prior approval of any outside employment activity so that we may ensure that any conflicts of interests in such activities are properly addressed; • We periodically monitor these outside employment activities to verify that any conflicts of interest continue to be properly addressed by our firm; and • We educate our employees regarding the responsibilities of a fiduciary, including the need for having a reasonable and independent basis for the investment advice provided to clients. Item 11: Code of Ethics, Participation or Interest in Client Transactions and Personal Trading Our firm has adopted a Code of Ethics which sets forth high ethical standards of business conduct that we require of our employees, including compliance with applicable federal securities laws. WEIL and our personnel owe a duty of loyalty, fairness and good faith towards our clients, and have an obligation to adhere not only to the specific provisions of the Code of Ethics, but also to the general principles that guide the Code. Our Code of Ethics includes policies and procedures for the review of personal securities transactions. Among other things, our Code of Ethics also requires the prior approval of any acquisition of securities including any limited offerings (e.g., private placement) or initial public offerings. Our code also provides for oversight, enforcement and recordkeeping provisions. WEIL's Code of Ethics further includes the firm's policy prohibiting the use of material non-public information. While we do not believe that we have any particular access to non-public information, all employees are reminded that such information may not be used in a personal or professional capacity. A copy of our Code of Ethics is available to our clients and prospective clients. You may request a copy by email sent to lsword@cweil.com, or by calling us at 800-355-9345. Our Code of Ethics is designed to assure that the personal securities transactions, activities and interests of our employees will not interfere with (i) making decisions in the best interest of advisory clients, and (ii) implementing such decisions, while at the same time allowing employees to invest for their own accounts. Our firm and/or individuals associated with our firm may buy or sell for their personal accounts securities  identical to or different from those recommended to our clients. In addition, any related person(s) may have an interest or position in a certain securities which may also be recommended to a client. It is the expressed policy of our firm that no person employed by us may purchase or sell any security prior to a transaction(s) being implemented for an advisory account, thereby preventing such employee(s) from benefiting from transactions placed on behalf of advisory accounts. We may aggregate our employee trades with client transactions where possible, compliant with our duty to seek best execution for our clients. In these instances, participating clients will receive an average share price and transaction costs will be shared equally and on a pro-rata basis. In the instances where there is a partial fill of a particular batched order, we will allocate all purchases pro-rata, with each account paying the average price. Our employee accounts will be included in the pro-rata allocation. As these situations represent actual or potential conflicts of interest to our clients, we have established the following policies and procedures for implementing our firm’s Code of Ethics to ensure our firm complies with its regulatory obligations and provides our clients and potential clients with full and fair disclosure of such conflicts of interest: • No principal or employee of our firm may put his or her own interest above the interest of an advisory client. • • No principal or employee of our firm may buy or sell securities for their personal portfolio(s) where their decision is a result of information received as a result of his or her employment unless the information is also available to the investing public. It is the expressed policy of our firm that no person employed by us may purchase or sell any security prior to a transaction(s) being implemented for an advisory account. This prevents such employees from benefiting from transactions placed on behalf of advisory accounts. • Our firm requires prior approval for any IPO or private placement investments by employees. • We have established procedures for the maintenance of all required books and records. • All clients are fully informed that related persons may receive separate commission compensation when effecting transactions during the implementation process. • Clients can decline to implement any advice rendered, except in situations where our firm is granted discretionary authority. • All of our executives and employees must act in accordance with all applicable Federal and State regulations governing registered investment advisory practices. • We require delivery and acknowledgement of the Code of Ethics by each employee of our firm. • We have established policies requiring the reporting of Code of Ethics violations to our senior management. Any individual who violates any of the above restrictions may be subject to termination. As disclosed in the preceding section of this Brochure (Item 10), related persons of our firm may be licensed as insurance agent/brokers. Please refer to Item 10 for a detailed explanation of these relationships and important conflict of interest disclosures.  Item 12: Brokerage Practices WEIL does not have any formal soft-dollar arrangements. Periodically, WEIL may work with Brokerage Firms which provide it with research or other transaction related services, and such research and other services may be used for its own and/or other client accounts, to the extent permitted by law. For discretionary clients, WEIL requires these clients to notify us of the broker-dealer that they use as the qualified custodian(s) of their accounts. In order for WEIL to transact trades for the securities bought and/or sold in accordance with the management relationship between the client and WEIL, the client must select brokers or dealers (a Brokerage Firm) for their account. The client may pay costs to the brokerage firm, including but not limited to execution costs, exchange fees, custody fees and/or brokerage commissions. In directing the use of a broker dealer, it should be understood that WEIL will not have authority to negotiate commissions or to necessarily obtain volume discounts, and best execution may not be achieved. In addition, a disparity in commission charges may exist between the commissions charged to the client and those charged to other clients (who may direct the use of another broker). WEIL has negotiated a preferred pricing relationship with Fidelity Investments for clients. Clients may choose Fidelity Investments to custody the assets managed by WEIL. Alternatively, WEIL will work with the client to select another brokerage firm that best fits their needs. When possible, WEIL may aggregate certain transactions for the account with transactions in the same security done on behalf of some of WEIL’s other clients on the same day. WEIL’s order aggregation practices and block trading are described below. WEIL will block trades where possible and when advantageous to clients. This blocking of trades permits the trading of aggregate blocks of securities composed of assets from multiple client accounts, so long as transaction costs are shared equally and on a pro-rated basis between all accounts included in any such block. Block trading may allow us to execute equity trades in a timelier, more equitable manner, at an average share price. WEIL will typically aggregates trades among clients whose accounts can be traded at a given broker, and generally will rotate or vary the order of brokers through which it places trades for clients on any particular day. WEIL's block trading policy and procedures are as follows: Transactions for any client account may not be aggregated for execution if the practice is prohibited by or inconsistent with the client's advisory agreement with WEIL, or our firm's order allocation policy. The trading desk, in concert with the portfolio manager, must determine that the purchase or sale of the particular security involved is appropriate for the client and consistent with the client's investment objectives and with any investment guidelines or restrictions applicable to the client's account. The portfolio manager must reasonably believe that the order aggregation will benefit, and will enable WEIL to seek best execution for each client participating in the aggregated order. This requires a good faith judgment at the time the order is placed for the execution. It does not mean that the determination made in advance of the transaction must always prove to have been correct in the light of a "20-20 hindsight" perspective. WEIL will generally aggregate trades when consistent with its duty to seek best execution on behalf of client accounts included in a particular order. Factors considered when seeking best execution may include the quality of execution as well as seeking best net price, among various other factors.  Prior to entry of an aggregated order, record must be completed which identifies each client account participating in the order and the proposed allocation of the order, upon completion, to those clients. If we receive a partial fill of an aggregated order, we will normally allocate the partially filled transaction to clients based on an equitable rotational system that considers a random or prorated assignment of client accounts generated by our internal system. Furthermore, adjustments to a pro rata allocation may be made to avoid having odd amounts of shares held in any client account, or to avoid excessive ticket charges in smaller accounts. Generally, each client that participates in the aggregated order must do so at the average price for all separate transactions made to fill the order, and must share in the commissions on a pro-rata basis in proportion to the client's participation. Under the client’s agreement with the custodian/broker, transaction costs may be based on the number of shares traded for each client. WEIL's client account records separately reflect, for each account in which the aggregated transaction occurred, the securities which are held, and bought and sold, for that account. Funds and securities for aggregated orders are clearly identified on WEIL's records and to the broker-dealers or other intermediaries handling the transactions, by the appropriate account numbers for each participating client. WEIL will attempt to be fair and equitable with its trade aggregation and allocation procedure so that no client or account will be favored over another. Fidelity charges brokerage commissions and transaction fees for effecting certain securities transactions (i.e., transactions fees are charged for certain no-load mutual funds, commissions are charged for individual equity and debt securities transactions). Fidelity enables WEIL to obtain many no-load mutual funds without transaction charges and other no-load funds at nominal transaction charges. Fidelity’s commission rates are generally considered discounted from customary retail commission rates. However, the commissions and transaction fees charged by Fidelity may be higher or lower than those charged by other custodians and broker- dealers. As part of the arrangement, Fidelity also makes available to our firm, at no additional charge to us, certain research and brokerage services, including research services obtained by Fidelity directly from independent research companies, as selected by WEIL (within specified parameters). These research and brokerage services presently include services that are used by our firm to manage accounts for which we have investment discretion. As a result of receiving such services for no additional cost, we may have an incentive to continue to use or expand the use of Fidelity's services. We examined this potential conflict of interest when we chose to enter into the relationship with Fidelity and have determined that the relationship is in the best interests of WEIL's clients and satisfies our client obligations, including our duty to seek best execution. A client may pay a commission that is higher than another qualified broker-dealer might charge to effect the same transaction where we determine in good faith that the commission is reasonable in relation to the value of the brokerage and research services received. In seeking best execution, the determinative factor is not the lowest possible  cost, but whether the transaction represents the best qualitative execution, taking into consideration the full range of a broker-dealer’s services, including the value of research provided, execution capability, commission rates, and responsiveness. Accordingly, while WEIL will seek competitive rates to the benefit of all clients, we may not necessarily obtain the lowest possible commission rates for specific client account transactions. Although the investment research products and services that may be obtained by us will generally be used to service all of our clients, a brokerage commission paid by a specific client may be used to pay for research that is not used in managing that specific client’s account. WEIL and Fidelity are not affiliated. Item 13: Review of Accounts Advisory and Management Fees Reviews While the underlying securities within the account portfolios accounts are continually monitored on a regular and ongoing basis, these accounts are reviewed at least quarterly. Accounts are reviewed in the context of each client's stated investment objectives and guidelines. More frequent reviews may be triggered by material changes in variables such as the client's individual circumstances, or the market, political or economic environment. Reports All clients will receive confirmations at the time of each transaction directly from the client’s qualified custodian. Additionally, clients will receive monthly statements showing activity transacted during each month and annual summary statements, directly from the custodian. These statements will include information on account value as well as transactional history for the month. On a quarterly basis, clients will receive informational reports directly from WEIL which summarize account performance and advisory fees charged. Financial Planning Services Reviews While reviews may occur at different stages depending on the nature and terms of the specific engagement, typically no formal reviews will be conducted for Financial Planning clients unless requested. Reports Financial Planning clients will receive a completed financial plan. Additional reports will not typically be provided unless otherwise requested. Pension Consulting Services Reviews WEIL will review the client's Investment Policy Statement (IPS) whenever the client advises us of a change in circumstances regarding the needs of the plan. WEIL will also review the investment options of the plan according to the agreed upon time intervals established in the IPS. Such reviews will generally occur annually.  Supervision All engagements are reviewed by the Investment Team which is comprised of: John V. Wells, President and Chief Executive Officer and Co-Chief Investment Officer. Acts as the head of the Investment Committee and monitors financial markets on an ongoing basis, recommends and implements investment decisions on behalf of clients. Danny Cung, Managing Director – Investments. Monitors financial markets on an ongoing basis, recommends and implements investment decisions on behalf of clients. Maintains relationship with clients and advisors to ensure WEIL knows its clients. Michael Hubbert, Co-Chief Investment Officer. Monitors financial markets on an ongoing basis, recommends and implements investment decisions on behalf of entire portfolio and clients. Item 14: Client Referrals and Other Compensation Client Referrals It is our policy not to engage solicitors or to pay related or non-related persons for referring potential clients to our firm. Other Compensation It is WEIL's policy not to accept or allow our related persons to accept any form of compensation, including cash, sales awards or other prizes, from a non-client in conjunction with the advisory services we provide to our clients. Item 15: Custody We previously disclosed in the "Fees and Compensation" section (Item 5) of this Brochure that our firm may directly debit advisory fees from client accounts. As part of this billing process, the client's qualified custodian is advised of the amount of the fee to be deducted from that client's account. On at least a quarterly basis, the qualified custodian is required to send to the client a statement showing all transactions within the account during the reporting period. Because the qualified custodian does not calculate the amount of the fee to be deducted, it is important for clients to carefully review their custodial statements to verify the accuracy of the calculation, among other things. Clients should contact us directly if they believe that there may be an error in their statement. Item 16: Investment Discretion Clients hire WEIL to provide discretionary asset management services, in which case we place trades in a client's account without contacting the client prior to each trade to obtain the client's permission. Our  discretionary authority encompasses the ability to determine factors such as transaction security, quantity, price, and execution method. Clients give WEIL discretionary authority when they sign an Advisory, Investment Management, and Estate Transition (“AIM”) services agreement with our firm, but may limit this authority by giving WEIL written instructions. Clients may also change/amend such limitations by once again providing WEIL with written instructions. Item 17: Voting Client Securities Adoption of Proxy Voting Policy WEIL has adopted a proxy voting policy (the "Proxy Policy") that we believe is reasonably designed to ensure that proxies are voted in the best interest of clients. Authority and Procedures for Proxy Voting Clients give WEIL authority to vote the proxies through the Agreement, unless instructed otherwise. WEIL will only vote proxies for securities selected and purchased by WEIL. Proxy voting for securities not selected by WEIL but held in client’s account(s), will not be voted by WEIL and are the sole responsibility of the client. Generally, we do not offer consulting assistance regarding proxy issues for clients’ outside assets or assets not selected by WEIL. If the client wishes to vote their own proxy for a security at any time, the client must notify WEIL in advance of the voting deadline. In such cases the authorization to vote proxies for all other selected securities will remain with WEIL unless and until such authorization is revoked in writing. Clients may obtain a copy of our complete proxy voting policies and procedures by contacting WEIL by telephone, email, or in writing. Clients may request, in writing, information on how proxies for his/her shares were voted. If any client requests a copy of our complete proxy policies and procedures or how we voted proxies for his/her account(s), we will promptly provide such information to the client. With respect to ERISA accounts, we will vote proxies unless the plan documents specifically reserve the plan sponsor's right to vote proxies. To direct us to vote a proxy in a particular manner, clients should contact WEIL by telephone, email, or in writing in advance of the voting deadline. WEIL will only advise and coordinate legal proceedings for securities selected and purchased by WEIL. In general we will neither advise nor act on behalf of the client in legal proceedings involving other securities held in the client’s account(s), including, but not limited to, the filing of "Proofs of Claim" in class action settlements.  Item 18: Financial Information Under no circumstances do we require or solicit payment of fees in excess of $1,200 per client more than six months in advance of services rendered. Therefore, we are not required to include a financial statement. As an advisory firm that maintains discretionary authority for client accounts or is deemed to have custody, we are required to disclose any financial condition that is reasonably likely to impair our ability to meet our contractual obligations. WEIL has no additional financial circumstances to report. WEIL has not been the subject of a bankruptcy petition at any time during the past ten years.  The Weil Company dba Christopher Weil & Company, Inc.
 Form ADV Part 2B Investment Adviser Brochure Supplement 
 
  John Wells Form ADV Part 2B Investment Adviser Brochure Supplement 11236 El Camino Real, Suite 200 San Diego, CA 92130 800-355-9345 Christopher Weil & Company, Inc. 11236 El Camino Real, Suite 200 San Diego, CA 92130 5/15/2024  Item 1: Cover Page This brochure supplement provides information about John Vianney Wells that supplements the Christopher Weil & Company, Inc. brochure. You should have received a copy of that brochure. Please contact Laura Sword at 800-355-9345 if you did not receive Christopher Weil & Company, Inc.'s brochure or if you have any questions about the contents of this supplement. Additional information about John Vianney Wells is available on the SEC’s website at: https://www.adviserinfo.sec.gov/Individual/2139802  Item 2: Educational Background and Business Experience Full Legal Name: John Vianney Wells Born: 1967 Education • University of Redlands; BA, American and Asian Studies; 1989 Business Experience Christopher Weil & Company, Inc. from 09/1991 to Present; President and Chief Executive Officer Item 3: Disciplinary Information John Vianney Wells has no reportable disciplinary history. Item 4: Other Business Activities A. Investment-Related Activities John Wells is not engaged in the other investment-related activities. John Wells does not receive commissions, bonuses or other compensation on the sale of securities or other investment products. B. Non-Investment Related Activities John Wells is not engaged in other business or occupations that involve a substantial amount of his time. Item 5 Additional Compensation John Wells does not receive any economic benefit from any non-advisory client for the provision of advisory services. Item 6 Supervision Supervisor: Title: Phone Number: Laura Sword CFO/Compliance Officer 858-724-6055 WEIL depends on the ability of its employees and affiliates to provide quality services to clients in a manner that is ethical, fair, and equitable to all concerned. The responsibility to supervise its operations, in particular the activities of its employees, is a common theme in SEC regulations as well as in our own policies and procedures. The statutes of individual states echo the regulators’ concerns. WEIL supervises its business conducted by registered persons and other qualified staff through its President,  Compliance Officer or other qualified personnel who report to managers. The President and Compliance Officer are key members of the team and play a vital role in maintaining WEIL and John Wells' activities in a manner consistent with the regulatory and compliance standards that apply in this difficult regulatory environment. The President and Compliance Officer are responsible for setting the tone regarding sales practices within the firm among all registered and unregistered staff. These standards must at least meet the thresholds established by WEIL, which are in turn based upon regulatory requirements. The Compliance Officer is required to have three (3) years or more of specifically related industry experience in the area that they will be supervising and licensure as required by WEIL and determined by WEIL's business mix. WEIL has a duty of utmost good faith to act solely in the best interests of each of our clients. Our clients entrust us with their funds, which in turn places a high standard on our conduct and integrity. Our fiduciary duty compels all employees and affiliates to act with the utmost integrity in all of our dealings. This fiduciary duty is the core principle underlying this Code of Ethics and represents the expected basis of all of our dealings with our clients. The WEIL Code of Ethics has been established to set forth the culture of ethics at WEIL and its affiliates, and to prevent fraud by reinforcing the fiduciary principles that must govern the conduct of our firm. WEIL places client interests ahead of employees, require employees to always act in the best interest of the client, governs employee activities to avoid actual or perceived conflicts of interest and prevents employees from taking advantage of their position in the firm and ensure that employees strictly adhere to all securities laws.  Laura Sword (formerly Gordon) Form ADV Part 2B Investment Adviser Brochure Supplement 11236 El Camino Real, Suite 200 San Diego, CA 92130 800-355-9345 Christopher Weil & Company, Inc. 11236 El Camino Real, Suite 200 San Diego, CA 92130 5/15/2024  Item 1: Cover Page This brochure supplement provides information about Laura Theresa Sword that supplements the Christopher Weil & Company, Inc. brochure. You should have received a copy of that brochure. Please contact Laura Sword at 858-724-6055 if you did not receive Christopher Weil & Company, Inc.'s brochure or if you have any questions about the contents of this supplement. Additional information about Laura Theresa Sword is available on the SEC’s website at: https://www.adviserinfo.sec.gov/Individual/1370406  Item 2: Educational Background and Business Experience Full Legal Name: Laura Theresa Sword Born: 1962 Education • California State University, Northridge; BS, Business, Finance Theory; 1985 Business Experience • Christopher Weil & Company, Inc. from 3/1994 to Present; Chief Financial Officer/Chief Compliance Officer • Self Employed; Self Employed - Business Consulting and Accounting from 06/1992 to 09/2001 Item 3: Disciplinary Information Laura Theresa Sword has no reportable disciplinary history. Item 4: Other Business Activities A. Investment-Related Activities Laura Sword is not engaged in other investment-related activities. Laura Sword does not receive commissions, bonuses or other compensation on the sale of securities or other investment products. B. Non-Investment Related Activities Laura Sword is not engaged in other business or occupations that involve a substantial amount of her time. Item 5: Additional Compensation Laura Sword does not receive any economic benefit from a non-advisory client for the provision of advisory services. Item 6: Supervision Supervisor: Title: Phone Number: John Wells President/CEO 858-724-6042 WEIL depends on the ability of its employees and affiliates to provide quality services to clients in a manner that is ethical, fair, and equitable to all concerned. The responsibility to supervise its operations, in particular  the activities of its employees, is a common theme in SEC regulations as well as in our own policies and procedures. The statutes of individual states echo the regulators’ concerns. WEIL supervises its business conducted by registered persons and other qualified staff through its President, Compliance Officer and other qualified personnel who report to managers. The President and Compliance Officer are key members of the team and play a vital role in maintaining WEIL and Laura Sword's activities in a manner consistent with the regulatory and compliance standards that apply in this difficult regulatory environment. The President and Compliance Officer are responsible for setting the tone regarding sales practices within the firm among all registered and unregistered staff. These standards must at least meet the thresholds established by WEIL, which are in turn based upon regulatory requirements. The Compliance Officer is required to have three (3) years or more of specifically related industry experience in the area that they will be supervising and licensure as required by WEIL and determined by WEIL's business mix. WEIL has a duty of utmost good faith to act solely in the best interest of each of our clients. Our clients entrust us with their funds, which in turn places a high standard on our conduct and integrity. Our fiduciary duty compels all employees and affiliates to act with the utmost integrity in all of our dealings. This fiduciary duty is the core principle underlying this Code of Ethics and represents the expected basis of all of our dealings with our clients. The WEIL Code of Ethics has been established to set forth the culture of ethics at WEIL and its affiliates, and to prevent fraud by reinforcing the fiduciary principles that must govern the conduct of our firm. WEIL places client interests ahead of employees’, require employees to always act in the best interest of the client, governs employee activities to avoid actual or perceived conflicts of interest and prevents employees from taking advantage of their position in the firm and ensures that employees strictly adhere to all securities laws.  Robert Gaan Form ADV Part 2B Investment Adviser Brochure Supplement 11236 El Camino Real, Suite 200 San Diego, CA 92130 800-355-9345 Christopher Weil & Company, Inc. 11236 El Camino Real, Suite 200 San Diego, CA 92130 5/15/2024  Item 1: Cover Page This brochure supplement provides information about Robert Maurice Gaan that supplements the Christopher Weil & Company, Inc. brochure. You should have received a copy of that brochure. Please contact Laura Sword at 800-355-9345 if you did not receive Christopher Weil & Company, Inc.'s brochure or if you have any questions about the contents of this supplement. Additional information about Robert Maurice Gaan is available on the SEC’s website at: https://www.adviserinfo.sec.gov/Individual/1952921  Item 2: Educational Background and Business Experience Full Legal Name: Robert Maurice Gaan Born: 1963 Education • University of California, Los Angeles; BA, Economics; 1984 • University of California, Berkeley Extension; Certificate, Personal Financial Planning; 1998 Business Experience • Christopher Weil & Company, Inc; from 05/1994 to Present; Chief Investor Relations Officer Designations Robert Maurice Gaan has earned the following designation(s) and is in good standing with the granting authority: • Certified Financial PlannerTM; Certified Financial Planner Board of Standards, Inc.; 1998 The program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board's code of ethics and professional responsibility and financial planning standards. Professional Licenses • Life Insurance Agent; State of California, Department of Insurance; 2000 Item 3: Disciplinary Information Robert Maurice Gaan has no reportable disciplinary history. Item 4: Other Business Activities A. Investment-Related Activities Robert Gaan is engaged in the following investment-related activities. Insurance company or agent Robert Gaan is a licensed Life Insurance Agent; State of California, Department of Insurance. Licensing as an insurance representative allows Robert Gaan to offer various insurance products such as life insurance and long term care insurance. The ability to offer these products to clients allows WEIL and Robert Gaan a much more robust suite of products thereby providing the client with a more comprehensive financial plan.  As an agent, Robert Gaan is entitled to commissions on the sale of insurance products. 100% of these commissions are assigned to WEIL. Robert Gaan receives no personal benefit from these commissions apart from his salary as an employee of WEIL. Generally, the commissions can range from less than 55% to more than 100% of the first year’s premium, which is shared with the unrelated general agent placing the insurance on behalf of the client, to smaller amounts, depending on the product. Usually, the agent may also receive annual trailing commissions when the owner of the insurance product pays periodic premiums. Clients, however, are not under any obligation to engage Robert Gaan when considering implementation of advisory recommendations. The implementation of any or all of these or other recommendations is solely at the discretion of the client. Robert Gaan does not receive commissions, bonuses or other compensation on the sale of securities or other investment products. B. Non-Investment Related Activities Robert Gaan is not engaged in other business or occupations that involve a substantial amount of his time. Item 5:Additional Compensation Robert Gaan does not receive any economic benefit from any non-advisory client for the provision of advisory services. Item 6: Supervision Supervisor: Title: Phone Number: John Wells President/CEO 858-724-5042 Laura Sword CFO/Compliance Officer 858-724-6055 WEIL depends on the ability of its employees and affiliates to provide quality services to clients in a manner that is ethical, fair, and equitable to all concerned. The responsibility to supervise its operations, in particular the activities of its employees, is a common theme in SEC regulations as well as in our own policies and procedures. The statutes of individual states echo the regulators’ concerns. WEIL supervises its business conducted by registered persons and other qualified staff through its President, Compliance Officer and other registered principals or other qualified personnel who report to managers. The President and Compliance Officer are key members of the team and play a vital role in maintaining WEIL and Robert Gaan's activities in a manner consistent with the regulatory and compliance standards that apply in this difficult regulatory environment. The President and Compliance Officer are responsible for setting the tone regarding sales practices within the firm among all registered and unregistered staff. These standards must at least meet the thresholds established by WEIL, which are in turn based upon regulatory requirements. The Compliance Officer is required to have three (3) years or more of specifically related industry experience  in the area that they will be supervising and licensure as required by WEIL and determined by WEIL's business mix. WEIL has a duty of utmost good faith to act solely in the best interests of each of our clients. Our clients entrust us with their funds, which in turn places a high standard on our conduct and integrity. Our fiduciary duty compels all employees and affiliates to act with the utmost integrity in all of our dealings. This fiduciary duty is the core principle underlying this Code of Ethics and represents the expected basis of all of our dealings with our clients. The WEIL Code of Ethics has been established to set forth the culture of ethics at WEIL and its affiliates and to prevent fraud by reinforcing the fiduciary principles that must govern the conduct of our firm. WEIL places client interests ahead of employees’, requires employees to always act in the best interest of the client, governs employee activities to avoid actual or perceived conflicts of interest and prevents employees from taking advantage of their position in the firm and ensures that employees strictly adhere to all securities laws.  Danny Cung Form ADV Part 2B Investment Adviser Brochure Supplement 11236 El Camino Real, Suite 200 San Diego, CA 92130 800-355-9345 Christopher Weil & Company, Inc. 11236 El Camino Real, Suite 200 San Diego, CA 92130 12/1/2024  Item 1: Cover Page This brochure supplement provides information about Danny Cung that supplements the Christopher Weil & Company, Inc. brochure. You should have received a copy of that brochure. Please contact Laura Sword at 858-724-6055 if you did not receive Christopher Weil & Company, Inc.'s brochure or if you have any questions about the contents of this supplement. Additional information about Danny Cung is available on the SEC’s website at: https://www.adviserinfo.sec.gov/Individual/4854055  Item 2: Educational Background and Business Experience Full Legal Name: Danny Cung Born: 1984 Education • University of California, San Diego; BS, Economics; 2006 Business Experience • Christopher Weil & Company, Inc. from 06/2004 to present; Managing Director - Investments and Manager, Investment Team Designations Danny Cung has earned the following designation(s) and is in good standing with the granting authority: • CERTIFIED FINANCIAL PLANNERR; Certified Financial Planning Board of Standards; 2010 The program is administered by the Certified Financial Planner Board of Standards, Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP® certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP® Board's code of ethics and professional responsibility and financial planning standards. • Certified Investment Management Analyst® (CIMA®); 2017 The program is administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. The CIMA® certification signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. A CIMA® certificant must adhere to IMCA’s Code of Professional Responsibility, Standards of Practice, and Rules and Guidelines for Use of the Marks. CIMA® designees must report 40 hours of CE credits, including two ethics hours, every two years to maintain the certification. Item 3: Disciplinary Information Danny Cung has no reportable disciplinary history. Item 4: Other Business Activities A. Investment-Related Activities Danny Cung is not engaged in any other investment-related activities and does not receive commissions, bonuses or other compensation on the sale of securities or other investment products.  B. Non-Investment Related Activities Danny Cung is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time. Item 5: Additional Compensation Danny Cung does not receive any economic benefit from a non-advisory client for the provision of advisory services. Item 6: Supervision Supervisor: Title: Phone Number: John Wells President/CEO 858-724-6042 Laura Sword CFO/Compliance Officer 858-724-6055 WEIL depends on the ability of its employees and affiliates to provide quality services to clients in a manner that is ethical, fair, and equitable to all concerned. The responsibility to supervise its operations, in particular the activities of its employees, is a common theme in SEC regulations as well as in our own policies and procedures. The statutes of individual states echo the regulators’ concerns. WEIL supervises its business conducted by registered persons and other qualified staff through its President, Compliance Officer and other registered principals or other qualified personnel who report to managers. The President and Compliance Officer are key members of the team and play a vital role in maintaining WEIL and Danny Cung's activities in a manner consistent with the regulatory and compliance standards that apply in this difficult regulatory environment. The President and Compliance Officer are responsible for setting the tone regarding sales practices within the firm among all registered and unregistered staff. These standards must at least meet the thresholds established by WEIL, which are in turn based upon regulatory requirements. The Compliance Officer is required to have three (3) years or more of specifically related industry experience in the area that they will be supervising and licensure as required by WEIL and determined by WEIL's business mix. WEIL has a duty of utmost good faith to act solely in the best interests of each of our clients. Our clients entrust us with their funds, which in turn places a high standard on our conduct and integrity. Our fiduciary duty compels all employees and affiliates to act with the utmost integrity in all of our dealings. This fiduciary duty is the core principle underlying this Code of Ethics and represents the expected basis of all of our dealings with our clients. The WEIL Code of Ethics has been established to set forth the culture of ethics at WEIL and its affiliates and to prevent fraud by reinforcing the fiduciary principles that must govern the conduct of our firm. WEIL places client interests ahead of employees’, requires employees to always act in the best interest of the client, governs employee activities to avoid actual or perceived conflicts of interest and prevents employees from taking advantage of their position in the firm and ensures that employees strictly adhere to all securities laws.  Michael Hubbert Form ADV Part 2B Investment Adviser Brochure Supplement 11236 El Camino Real, Suite 200 San Diego, CA 92130 800-355-9345 Christopher Weil & Company, Inc. 11236 El Camino Real, Suite 200 San Diego, CA 92130 5/15/2024  Item 1: Cover Page This brochure supplement provides information about Michael James Hubbert that supplements the Christopher Weil & Company, Inc. brochure. You should have received a copy of that brochure. Please contact Laura Sword at 858-724-6055 if you did not receive Christopher Weil & Company, Inc.'s brochure or if you have any questions about the contents of this supplement. Additional information about Michael James Hubbert is available on the SEC’s website at: https://www.adviserinfo.sec.gov/Individual/4405338  Item 2: Educational Background and Business Experience Full Legal Name: Michael James Hubbert Born: 1980 Education • Carnegie Mellon University, Tipper School of Business, Pittsburgh, PA; BS, Business Administration, concentration in Finance; 2002 Business Experience • Christopher Weil & Company, Inc. from 11/2016 to present; Portfolio Manager; Co- CIO and Portfolio Manager • First New York Capital Management – Quad Capital Management; from 7/2002 to 4/2008 Designations Michael James Hubbert has earned the following designation(s) and is in good standing with the granting authority: • Certified Investment Management Analyst® (CIMA®); 2017 The program is administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. The CIMA® certification signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. A CIMA® certificant must adhere to IMCA’s Code of Professional Responsibility, Standards of Practice, and Rules and Guidelines for Use of the Marks. CIMA® designees must report 40 hours of CE credits, including two ethics hours, every two years to maintain the certification. Item 3: Disciplinary Information Michael James Hubbert has no reportable disciplinary history. Item 4: Other Business Activities A. Investment-Related Activities Michael Hubbert is not engaged in any other investment-related activities and does not receive commissions, bonuses or other compensation on the sale of securities or other investment products. B. Non-Investment Related Activities Michael Hubbert is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time. Item 5: Additional Compensation  Michael Hubbert does not receive any economic benefit from a non-advisory client for the provision of advisory services. Item 6: Supervision Supervisor: Title: Phone Number: Danny Cung Investment Team Manager 858-724-6045 Laura Sword CFO/Compliance Officer 858-724-6055 WEIL depends on the ability of its employees and affiliates to provide quality services to clients in a manner that is ethical, fair, and equitable to all concerned. The responsibility to supervise its operations, in particular the activities of its employees, is a common theme in SEC regulations as well as in our own policies and procedures. The statutes of individual states echo the regulators’ concerns. WEIL supervises its business conducted by registered persons and other qualified staff through its President, Compliance Officer and other registered principals or other qualified personnel who report to managers. The President and Compliance Officer are key members of the team and play a vital role in maintaining WEIL and Michael Hubbert's activities in a manner consistent with the regulatory and compliance standards that apply in this difficult regulatory environment. The President and Compliance Officer are responsible for setting the tone regarding sales practices within the firm among all registered and unregistered staff. These standards must at least meet the thresholds established by WEIL, which are in turn based upon regulatory requirements. The Compliance Officer is required to have three (3) years or more of specifically related industry experience in the area that they will be supervising and licensure as required by WEIL and determined by WEIL's business mix. WEIL has a duty of utmost good faith to act solely in the best interests of each of our clients. Our clients entrust us with their funds, which in turn places a high standard on our conduct and integrity. Our fiduciary duty compels all employees and affiliates to act with the utmost integrity in all of our dealings. This fiduciary duty is the core principle underlying this Code of Ethics and represents the expected basis of all of our dealings with our clients. The WEIL Code of Ethics has been established to set forth the culture of ethics at WEIL and its affiliates and to prevent fraud by reinforcing the fiduciary principles that must govern the conduct of our firm. WEIL places client interests ahead of employees’, requires employees to always act in the best interest of the client, governs employee activities to avoid actual or perceived conflicts of interest and prevents employees from taking advantage of their position in the firm and ensures that employees strictly adhere to all securities laws.  Tyler Hewes Form ADV Part 2B Investment Adviser Brochure Supplement 11236 El Camino Real, Suite 200 San Diego, CA 92130 800-355-9345 Christopher Weil & Company, Inc. 11236 El Camino Real, Suite 200 San Diego, CA 92130 1/15/2025  Item 1: Cover Page This brochure supplement provides information about Tyler Richards Hewes that supplements the Christopher Weil & Company, Inc. brochure. You should have received a copy of that brochure. Please contact Laura Sword at 858-724-6055 if you did not receive Christopher Weil & Company, Inc.'s brochure or if you have any questions about the contents of this supplement. Additional information about Tyler Richards Hewes is available on the SEC’s website at: https://www.adviserinfo.sec.gov/Individual/6300901  Item 2: Educational Background and Business Experience Full Legal Name: Tyler Richards Hewes Born: 1980 Education • Eastern Connecticut State University; BA, Fine Arts – Theatre; 2002 • San Diego State University; Executive Financial Planner Advanced Certificate; 2017 Business Experience • Christopher Weil & Company, Inc. from 1/2014 to present; Financial Advisor Professional Licenses • Life Insurance Agent; State of California, Department of Insurance; 2014 Designations Tyler Hewes has earned the following designation(s) and is in good standing with the granting authority: • CERTIFIED FINANCIAL PLANNERR; Certified Financial Planning Board of Standards; 2017 The program is administered by the Certified Financial Planner Board of Standards, Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP® certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP® Board's code of ethics and professional responsibility and financial planning standards. Item 3: Disciplinary Information Tyler Richards Hewes has no reportable disciplinary history. Item 4: Other Business Activities A. Investment-Related Activities Tyler Hewes is also engaged in the following investment-related activities: Insurance company or agent Tyler Hewes is a licensed Life Insurance Agent; State of California, Department of Insurance. Licensing as an insurance representative allows Tyler Hewes to offer various insurance products such as life insurance and long term care insurance. The ability to offer these products to clients allows WEIL and Tyler Hewes a much more robust suite of products, thereby providing the client with a more comprehensive financial plan.  As an agent, Tyler Hewes is entitled to commissions on the sale of insurance products. 100% of these commissions are assigned to WEIL. Tyler Hewes receives no personal benefit from these commissions apart from his salary as an employee of WEIL. Generally, the commissions can range from less than 55% to more than 100% of the first year’s premium, which is shared with the unrelated general agent placing the insurance on behalf of the client, to smaller amounts, depending on the product. Usually, the agent may also receive annual trailing commissions when the owner of the insurance product pays periodic premiums. Clients, however, are not under any obligation to engage Tyler Hewes when considering implementation of advisory recommendations. The implementation of any or all of these or other recommendations is solely at the discretion of the client. Tyler Hewes does not receive commissions, bonuses or other compensation on the sale of securities or other investment products. B. Non-Investment Related Activities Tyler Hewes is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time. Item 5: Additional Compensation Tyler Hewes does not receive any economic benefit from a non-advisory client for the provision of advisory services. Item 6: Supervision Supervisor: Title: Phone Number: John Wells President/CEO 858-724-6042 Laura Sword CFO/Compliance Officer 858-724-6055 WEIL depends on the ability of its employees and affiliates to provide quality services to clients in a manner that is ethical, fair, and equitable to all concerned. The responsibility to supervise its operations, in particular the activities of its employees, is a common theme in SEC regulations as well as in our own policies and procedures. The statutes of individual states echo the regulators’ concerns. WEIL supervises its business conducted by registered persons and other qualified staff through its President, Compliance Officer and other registered principals or other qualified personnel who report to managers. The President and Compliance Officer are key members of the team and play a vital role in maintaining WEIL and Tyler Hewes's activities in a manner consistent with the regulatory and compliance standards that apply in this difficult regulatory environment. The President and Compliance Officer are responsible for setting the tone regarding sales practices within the firm among all registered and unregistered staff. These standards must at least meet the thresholds established by WEIL, which are in turn based upon regulatory requirements. The Compliance Officer is required to have three (3) years or more of specifically related industry experience in the area that they will be supervising and licensure as required by WEIL and determined by WEIL's business  mix. WEIL has a duty of utmost good faith to act solely in the best interests of each of our clients. Our clients entrust us with their funds, which in turn places a high standard on our conduct and integrity. Our fiduciary duty compels all employees and affiliates to act with the utmost integrity in all of our dealings. This fiduciary duty is the core principle underlying this Code of Ethics and represents the expected basis of all of our dealings with our clients. The WEIL Code of Ethics has been established to set forth the culture of ethics at WEIL and its affiliates and to prevent fraud by reinforcing the fiduciary principles that must govern the conduct of our firm. WEIL places client interests ahead of employees’, requires employees to always act in the best interest of the client, governs employee activities to avoid actual or perceived conflicts of interest and prevents employees from taking advantage of their position in the firm and ensures that employees strictly adhere to all securities laws.  Jon Strauss Form ADV Part 2B Investment Adviser Brochure Supplement 11236 El Camino Real, Suite 200 San Diego, CA 92130 800-355-9345 Christopher Weil & Company, Inc. 11236 El Camino Real, Suite 200 San Diego, CA 92130 12/1/2024  Item 1: Cover Page This brochure supplement provides information about Jonathan William Strauss that supplements the Christopher Weil & Company, Inc. brochure. You should have received a copy of that brochure. Please contact Laura Sword at 858-724-6055 if you did not receive Christopher Weil & Company, Inc.'s brochure or if you have any questions about the contents of this supplement. Additional information about Jonathan William Strauss is available on the SEC’s website at: https://www.adviserinfo.sec.gov/Individual/6734938  Item 2: Educational Background and Business Experience Full Legal Name: Jonathan William Strauss Born: 1988 Education • Point Loma Nazarene University; BA, History; 2014 Business Experience • Christopher Weil & Company, Inc. from 11/2016 to present; Managing Director - Advisory and Manager, Advisory Team/Financial Advisor Designations Jonathan William Strauss has earned the following designation(s) and is in good standing with the granting authority: • CERTIFIED FINANCIAL PLANNERR; Certified Financial Planning Board of Standards; 2020 The program is administered by the Certified Financial Planner Board of Standards, Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP® certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP® Board's code of ethics and professional responsibility and financial planning standards. Item 3: Disciplinary Information Jonathan William Strauss has no reportable disciplinary history. Item 4: Other Business Activities A. Investment-Related Activities Jon Strauss is not engaged in other investment-related activities. Jon Strauss does not receive commissions, bonuses or other compensation on the sale of securities or other investment products. B. Non-Investment Related Activities Jon Strauss is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time. Item 5: Additional Compensation  Jon Strauss does not receive any economic benefit from a non-advisory client for the provision of advisory services. Item 6: Supervision Supervisor: Title: Phone Number: John Wells President/CEO 858-724-6042 Laura Sword CFO/Compliance Officer 858-724-6055 WEIL depends on the ability of its employees and affiliates to provide quality services to clients in a manner that is ethical, fair, and equitable to all concerned. The responsibility to supervise its operations, in particular the activities of its employees, is a common theme in SEC regulations as well as in our own policies and procedures. The statutes of individual states echo the regulators’ concerns. WEIL supervises its business conducted by registered persons and other qualified staff through its President, Compliance Officer and other registered principals or other qualified personnel who report to managers. The President and Compliance Officer are key members of the team and play a vital role in maintaining WEIL and Jon Strauss’ activities in a manner consistent with the regulatory and compliance standards that apply in this difficult regulatory environment. The President and Compliance Officer are responsible for setting the tone regarding sales practices within the firm among all registered and unregistered staff. These standards must at least meet the thresholds established by WEIL, which are in turn based upon regulatory requirements. The Compliance Officer is required to have three (3) years or more of specifically related industry experience in the area that they will be supervising and licensure as required by WEIL and determined by WEIL's business mix. WEIL has a duty of utmost good faith to act solely in the best interests of each of our clients. Our clients entrust us with their funds, which in turn places a high standard on our conduct and integrity. Our fiduciary duty compels all employees and affiliates to act with the utmost integrity in all of our dealings. This fiduciary duty is the core principle underlying this Code of Ethics and represents the expected basis of all of our dealings with our clients. The WEIL Code of Ethics has been established to set forth the culture of ethics at WEIL and its affiliates and to prevent fraud by reinforcing the fiduciary principles that must govern the conduct of our firm. WEIL places client interests ahead of employees’, requires employees to always act in the best interest of the client, governs employee activities to avoid actual or perceived conflicts of interest and prevents employees from taking advantage of their position in the firm and ensures that employees strictly adhere to all securities laws.  Kristina Vianca Constantino Tabuena (Vianca Tabuena) Form ADV Part 2B Investment Adviser Brochure Supplement 11236 El Camino Real, Suite 200 San Diego, CA 92130 800-355-9345 Christopher Weil & Company, Inc. 11236 El Camino Real, Suite 200 San Diego, CA 92130 5/15/2024  Item 1: Cover Page This brochure supplement provides information about Kristina Vianca Constantino Tabuena that supplements the Christopher Weil & Company, Inc. brochure. You should have received a copy of that brochure. Please contact Laura Sword at 858-724-6055 if you did not receive Christopher Weil & Company, Inc.'s brochure or if you have any questions about the contents of this supplement. Additional information about Kristina Vianca Constantino Tabuena is available on the SEC’s website at: https://www.adviserinfo.sec.gov/Individual/7274659  Item 2: Educational Background and Business Experience Full Legal Name: Kristina Vianca Constantino Tabuena Born: 1998 Education • San Diego State University; BA, Economics; 2019 Business Experience • Christopher Weil & Company, Inc. from 11/2021 to present; Paraplanner/Financial Advisor • Mariner Wealth Advisors; from 2019 to 2021 Designations Kristina Vianca Constantino Tabuena has earned the following designation(s) and is in good standing with the granting authority: • CERTIFIED FINANCIAL PLANNERR; Certified Financial Planning Board of Standards; 2022 The program is administered by the Certified Financial Planner Board of Standards, Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP® certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP® Board's code of ethics and professional responsibility and financial planning standards. Item 3: Disciplinary Information Kristina Vianca Constantino Tabuena has no reportable disciplinary history. Item 4: Other Business Activities C. Investment-Related Activities Vianca Tabuena is not engaged in other investment-related activities. Vianca Tabuena does not receive commissions, bonuses or other compensation on the sale of securities or other investment products. D. Non-Investment Related Activities Vianca Tabuena is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of her time. Item 5: Additional Compensation  Vianca Tabuena does not receive any economic benefit from a non-advisory client for the provision of advisory services. Item 6: Supervision Supervisor: Title: Phone Number: Jon Strauss Advisory Team Manager 858-724-6049 John Wells President/CEO 858-724-6042 WEIL depends on the ability of its employees and affiliates to provide quality services to clients in a manner that is ethical, fair, and equitable to all concerned. The responsibility to supervise its operations, in particular the activities of its employees, is a common theme in SEC regulations as well as in our own policies and procedures. The statutes of individual states echo the regulators’ concerns. WEIL supervises its business conducted by registered persons and other qualified staff through its President, Compliance Officer and other registered principals or other qualified personnel who report to managers. The President and Compliance Officer are key members of the team and play a vital role in maintaining WEIL and Vianca Tabuena’s activities in a manner consistent with the regulatory and compliance standards that apply in this difficult regulatory environment. The President and Compliance Officer are responsible for setting the tone regarding sales practices within the firm among all registered and unregistered staff. These standards must at least meet the thresholds established by WEIL, which are in turn based upon regulatory requirements. The Compliance Officer is required to have three (3) years or more of specifically related industry experience in the area that they will be supervising and licensure as required by WEIL and determined by WEIL's business mix. WEIL has a duty of utmost good faith to act solely in the best interests of each of our clients. Our clients entrust us with their funds, which in turn places a high standard on our conduct and integrity. Our fiduciary duty compels all employees and affiliates to act with the utmost integrity in all of our dealings. This fiduciary duty is the core principle underlying this Code of Ethics and represents the expected basis of all of our dealings with our clients. The WEIL Code of Ethics has been established to set forth the culture of ethics at WEIL and its affiliates and to prevent fraud by reinforcing the fiduciary principles that must govern the conduct of our firm. WEIL places client interests ahead of employees’, requires employees to always act in the best interest of the client, governs employee activities to avoid actual or perceived conflicts of interest and prevents employees from taking advantage of their position in the firm and ensures that employees strictly adhere to all securities laws.  Kimberly Day (formerly Higgins) Form ADV Part 2B Investment Adviser Brochure Supplement 11236 El Camino Real, Suite 200 San Diego, CA 92130 800-355-9345 Christopher Weil & Company, Inc. 11236 El Camino Real, Suite 200 San Diego, CA 92130 12/1/2024  Item 1: Cover Page This brochure supplement provides information about Kimberly Higgins Day that supplements the Christopher Weil & Company, Inc. brochure. You should have received a copy of that brochure. Please contact Laura Sword at 858-724-6055 if you did not receive Christopher Weil & Company, Inc.'s brochure or if you have any questions about the contents of this supplement. Additional information about Kimberly Higgins Day is available on the SEC’s website at: https://adviserinfo.sec.gov/individual/summary/5678952  Item 2: Educational Background and Business Experience Full Legal Name: Kimberly Higgins Day Born: 1989 Education • San Diego State University; BA, Comparative Literature; 2012 Business Experience • Christopher Weil & Company, Inc. from 9/2023 to present; Financial Advisor • TD Ameritrade (Schwab) Institutional; from 2020 to 2023 • Bank of America Merrill Lynch; from 2018 to 2020 • Higgins Capital Management; from 2008 to 2018 Professional Licenses • Life Insurance Agent; State of California, Department of Insurance; 2024 Designations Kim Day has earned the following designation(s) and is in good standing with the granting authority: • CERTIFIED FINANCIAL PLANNERR; Certified Financial Planning Board of Standards; 2019 The program is administered by the Certified Financial Planner Board of Standards, Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP® certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP® Board's code of ethics and professional responsibility and financial planning standards. Item 3: Disciplinary Information Kimberly Higgins Day has no reportable disciplinary history. Item 4: Other Business Activities A. Investment-Related Activities Kimberly Day is also engaged in the following investment-related activities: Insurance company or agent Kimberly Day is a licensed Life Insurance Agent; State of California, Department of Insurance. Licensing as an insurance representative allows Kimberly Day to offer various insurance products such as life insurance and long term care insurance. The ability to offer these products to clients allows WEIL and Kimberly Day a much more robust suite of products thereby providing the client with a more comprehensive financial plan.  As an agent, Kimberly Day is entitled to commissions on the sale of insurance products. 100% of these commissions are assigned to WEIL. Kimberly Day receives no personal benefit from these commissions apart from her salary as an employee of WEIL. Generally, the commissions can range from less than 55% to more than 100% of the first year’s premium which is shared with the unrelated general agent placing the insurance on behalf of the client, to smaller amounts, depending on the product. Usually, the agent may also receive annual trailing commissions when the owner of the insurance product pays periodic premiums. Clients, however, are not under any obligation to engage Kimberly Day when considering implementation of advisory recommendations. The implementation of any or all of these or other recommendations is solely at the discretion of the client. Kimberly Day does not receive commissions, bonuses or other compensation on the sale of securities or other investment products. B. Non-Investment Related Activities Kimberly Day is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of her time. Item 5: Additional Compensation Kimberly Day does not receive any economic benefit from a non-advisory client for the provision of advisory services. Item 6: Supervision Supervisor: Title: Phone Number: Jon Strauss Advisory Team Manager 858-724-6049 John Wells President/CEO 858-724-6042 WEIL depends on the ability of its employees and affiliates to provide quality services to clients in a manner that is ethical, fair, and equitable to all concerned. The responsibility to supervise its operations, in particular the activities of its employees, is a common theme in SEC regulations as well as in our own policies and procedures. The statutes of individual states echo the regulators’ concerns. WEIL supervises its business conducted by registered persons and other qualified staff through its President, Compliance Officer and other registered principals or other qualified personnel who report to managers. The President and Compliance Officer are key members of the team and play a vital role in maintaining WEIL and Kimberly Day’s activities in a manner consistent with the regulatory and compliance standards that apply in this difficult regulatory environment. The President and Compliance Officer are responsible for setting the tone regarding sales practices within the firm among all registered and unregistered staff. These standards must at least meet the thresholds established by WEIL, which are in turn based upon regulatory requirements. The Compliance Officer is required to have three (3) years or more of specifically related industry experience in the area that they will be supervising and licensure as required by WEIL and determined by WEIL's business mix. WEIL has a duty of utmost good faith to act solely in the best interests of each of our clients. Our clients  entrust us with their funds, which in turn places a high standard on our conduct and integrity. Our fiduciary duty compels all employees and affiliates to act with the utmost integrity in all of our dealings. This fiduciary duty is the core principle underlying this Code of Ethics and represents the expected basis of all of our dealings with our clients. The WEIL Code of Ethics has been established to set forth the culture of ethics at WEIL and its affiliates and to prevent fraud by reinforcing the fiduciary principles that must govern the conduct of our firm. WEIL places client interests ahead of employees’, requires employees to always act in the best interest of the client, governs employee activities to avoid actual or perceived conflicts of interest and prevents employees from taking advantage of their position in the firm and ensures that employees strictly adhere to all securities laws.