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Weik Capital Management
Weik Capital Management is an SEC-registered investment adviser in Wyomissing, PA, established in 1987. The firm manages $335 million in assets, $303 million...
Weik Capital Management
Weik Capital Management is an SEC-registered investment adviser in Wyomissing, PA, established in 1987. The firm manages $335 million in assets, $303 million on a discretionary basis. It has 8 employees and 6 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1987
Location
Region
North America
Country
United States
City
Wyomissing
Corporate office
Wyomissing, PA, United States
Sector focus
Frequently asked questions
What asset classes does Weik Capital Management invest in?
Based on its SEC Form ADV disclosures, Weik Capital Management allocates client capital across four primary asset classes: public equities, fixed income, real estate, and private credit. Equity portfolios emphasize individual stock selection over index funds. Fixed-income strategies include municipal and corporate bonds. Real estate is accessed through direct properties and private funds, while private credit focuses on middle-market direct lending vehicles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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