Invested Better
Unclaimed

Unclaimed

Unclaimed

Warren Wilbur Weik

Weik Capital Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Warren? Claim Your Profile

About Warren Wilbur Weik

Warren Wilbur Weik is a Registered Investment Advisor Representative at Weik Capital Management. Warren has been in the industry since June 2014. Warren is registered with the state of Pennsylvania. Warren has a Series 65 license. Warren specializes in portfolio management for individuals, businesses and pooled investment vehicles. Weik Capital Management manages approximately $277,644,326 in assets, and is registered with the state of Pennsylvania.

Firm Information

Warren Weik is currently registered with Weik Capital Management. Weik Capital Management is an investment advisor based in WYOMISSING, PA. The firm manages approximately $277,644,326 in regulatory assets under management. They offer portfolio management services for businesses, individuals, and pooled investment vehicles. Weik Capital Management has a total of 6 investment advisor representatives.
Weik Capital Management

18 COMMERCE DRIVE

WYOMISSING, PA 19610-1068

$277.64M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Warren Weik’s Registration & Firm History

PA

11/06/2012 - Present

Weik Capital Management (WYOMISSING PA)

Not sure if Warren Wilbur Weik is right for you?

Licenses & Designations

IA

Issued 11/05/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Warren Wilbur Weik.
Not sure if Warren Wilbur Weik is right for you?