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Curtis Leslie Weil

LASECKE WEIL WEALTH ADVISORY GROUP, LLC·CAMPBELL, California
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51 E. CAMPBELL AVENUE, SUITE 146, CAMPBELL, CA 95008CRD# 461586Firm CRD# 106017
01

About

Curtis Leslie Weil is a registered financial advisor based in CAMPBELL, California, affiliated with LASECKE WEIL WEALTH ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SILICON VALLEY WEALTH ADVISORS, LLC
SILICON VALLEY WEALTH ADVISORS, LLC
AUM
$329M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SILICON VALLEY WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 461586
Firm CRD# 106017
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Curtis Leslie Weil offer?
Curtis Leslie Weil specializes in Financial Planning, Investment Management. Contact their office in CAMPBELL, California for a consultation.
What are Curtis Leslie Weil's credentials?
Curtis Leslie Weil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis Leslie Weil located?
Curtis Leslie Weil is based in CAMPBELL, California, working with LASECKE WEIL WEALTH ADVISORY GROUP, LLC. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.
How does Curtis Leslie Weil charge for services?
Curtis Leslie Weil's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LASECKE WEIL WEALTH ADVISORY GROUP, LLC?
LASECKE WEIL WEALTH ADVISORY GROUP, LLC has approximately 6 employees and manages $329M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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