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Disclosures

WEIL Annual Disclosures (PDF)

2023

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WEIL Code of Ethics (PDF)

2023

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WEIL Privacy Policy (PDF)

2023

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Legal Disclosure Information

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Business Continuity Plan

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Form ADV Part 2 (Brochure)

May 2024

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Form ADV Part 3 - Client Relationship Summary (CRS)

May 2024

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U.S. Securities and Exchange Commission (SEC)

This link takes user to another site.

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Internal Revenue Service (IRS)

This link takes user to another site.

Form ADV
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