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WEIK CAPITAL MANAGEMENT
WEIK CAPITAL MANAGEMENT, INC
CRD 107068 · SEC 801-30452
18 COMMERCE DRIVE, WYOMISSING, PA, 19610-1068, United States
Phone
610-376-2240
Fax
610-376-8256
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$334.7M
Discretionary AUM
$302.6M
Team
8 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $27.6M |
| High net worth individuals | 97 | $215.0M |
| Pooled investment vehicles | 2 | $51.4M |
| Pension/profit sharing plans | 2 | $7.6M |
| Charitable organizations | 8 | $9.9M |
| Corporations/business entities | 2 | $22.9M |
States served
PA, FL
All web addresses on file
Official SEC filing: View on IAPD