Weik Capital Management
Weik Capital Management is an SEC-registered wealth manager in Wyomissing, PA with $334.7M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Weik Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107068, SEC 801-30452, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $334.7M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Wyomissing, PA
- Employees
- 8
- Clients
- 195
- CRD
- 107068
- Ownership
- WEIK, THOMAS, WILBUR; MESSINGER, DEAN, BRADLEY; ATEN, JAMES, FRANCIS; NOVAK, LAURA, ANN; Weik, Kenneth, Wesley
How much AUM does Weik Capital Management have?
Weik Capital Management reported $334.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Weik Capital Management?
Disclosed owners and executives of Weik Capital Management include WEIK, THOMAS, WILBUR, MESSINGER, DEAN, BRADLEY, ATEN, JAMES, FRANCIS, NOVAK, LAURA, ANN, Weik, Kenneth, Wesley. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.