# Weik Capital Management

Weik Capital Management is a Bank / Wealth / Trust based in Wyomissing, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wyomissing, United States
- **Region:** North America
- **Address:** Wyomissing, PA, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** www.weikinvest.com

## Regulatory record

- **CRD number:** 107068
- **SEC file number:** 801-30452
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107068

## About

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.

## Sectors

- Public Equities
- Fixed Income
- Real Estate
- Private Credit

## 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.

## Related profiles

- [Weihai Industrial Investment Group](https://altss.com/profile/weihai-industrial-investment-group)
- [Weil, Gotshal & Manges Pension Fund](https://altss.com/profile/weil-gotshal-manges-pension-fund)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/weik-capital-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology