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Warren Wilbur Weik

Investment adviser representative at Weik Capital Management
10 yearsExperience
1 stateRegistered in
$334.7MFirm assets
39 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Weik Capital ManagementJan 2018 to now
  2. Weik Investment Services, Inc.Apr 2016 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (PA).

Weik Capital Management

Legal name: Weik Capital Management, Inc

$334.7MAssets managed
195Clients
6Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6116966
Firm CRD
107068
Advisor's SEC record (opens in a new tab)
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