# Weil Enterprises

Weil Enterprises is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 123284
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123284

## About

Weil Enterprises, Inc. is a state-registered investment adviser with approximately $40 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

## Sectors

- Real Estate

## People

- Maxine Frankel Weil — President
- Robert Weil — Vice President

## Questions

### What does Weil Enterprises invest in?

Weil Enterprises invests almost exclusively in retail real estate, specifically grocery-anchored and necessity-based neighborhood and community shopping centers. The portfolio is concentrated in secondary and tertiary markets across Alabama, Georgia, and the Florida Panhandle. The firm does not pursue venture capital, private equity, hedge fund allocations, or ground-up development.

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- [Montecito Capital Management](https://altss.com/profile/montecito-capital-management)
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Last updated: 2026-07-06T01:24:28.681Z

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