# WE Financial Services

WE Financial Services is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 172665
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172665

## About

WEEKS FINANCIAL SERVICES, LLC is a state-registered investment adviser in ERDENHEIM, PA. The firm manages $52 million in assets, $47 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Weeks Financial Services?

Investment decisions are made by a family-led investment committee that includes senior members of the Weeks family and external advisors. The committee evaluates all direct investments and co-investment opportunities, with a focus on long-term value creation. Day-to-day operations are managed by a professional team.

### What is the firm's investment strategy?

Weeks Financial Services employs a multi-asset strategy that includes public equities, private equity, real estate, and fixed income. The firm prioritizes direct investments in growth-stage companies and real assets, frequently co-investing alongside institutional partners. It targets long-term capital appreciation and income generation.

### Does Weeks Financial Services invest in fund commitments or only direct deals?

The firm pursues both direct investments and fund commitments. It serves as a limited partner in select private equity and venture capital funds, particularly in healthcare and technology. The firm also makes direct equity and real estate investments.

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Last updated: 2026-07-06T01:24:28.681Z

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