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WEEKS FINANCIAL SERVICES, LLC
CRD 172665
907 BETHLEHEM PIKE, ERDENHEIM, PA, 19038, United States
Phone
267-300-8959
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$51.9M
Discretionary AUM
$47.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $6.8M |
| High net worth individuals | 20 | $45.1M |
All web addresses on file
Official SEC filing: View on IAPD