Unclaimed Profile

Curtis Leslie Weil

LASECKE WEIL WEALTH ADVISORY GROUP, LLC·CAMPBELL, California

Clean recordLASECKE WEIL WEALTH ADVISORY GROUP, LLC

51 E. CAMPBELL AVENUE, SUITE 146, CAMPBELL, CA 95008CRD# 461586Firm CRD# 106017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Curtis Leslie Weil · CAMPBELL, CA

Registration

CRD #461586 · LASECKE WEIL WEALTH ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SILICON VALLEY WEALTH ADVISORS, LLC

AUM

$329M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SILICON VALLEY WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 461586

Firm CRD# 106017

View on FINRA BrokerCheck →

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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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