Unclaimed Profile

Warren Wilbur Weik

WEIK CAPITAL MANAGEMENT, INC·WYOMISSING, Pennsylvania

Series 65Clean record13 years registeredWEIK CAPITAL MANAGEMENT, INC

18 COMMERCE DRIVE, WYOMISSING, PA 19610-1068CRD# 6116966Firm CRD# 107068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Warren Wilbur Weik · WYOMISSING, PA

Registration

CRD #6116966 · WEIK CAPITAL MANAGEMENT, INC · 13 years registered

Brand Profile

Not yet started

Career History

WEIK CAPITAL MANAGEMENT

Nov 2012 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 6, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEIK CAPITAL MANAGEMENT, INC

CRD 107068 · SEC 801-30452

AUM

$278M

Regulatory assets under management

Employees

183 client accounts

Services offered by WEIK CAPITAL MANAGEMENT, INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WEIK CAPITAL MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Warren Wilbur Weik offer?

Warren Wilbur Weik specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WYOMISSING, Pennsylvania for a consultation.

What are Warren Wilbur Weik's credentials?

Warren Wilbur Weik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Warren Wilbur Weik located?

Warren Wilbur Weik is based in WYOMISSING, Pennsylvania, working with WEIK CAPITAL MANAGEMENT, INC. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.

How does Warren Wilbur Weik charge for services?

Warren Wilbur Weik's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEIK CAPITAL MANAGEMENT, INC?

WEIK CAPITAL MANAGEMENT, INC has approximately 8 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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