Weik Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Wyomissing, PA. Its latest Form ADV filing, dated March 27, 2026, reports $335M in regulatory assets under management, 8 employees, and 195 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.7% of total clients.
Top client categories% of clientsClients
1
HNWI
49.7%
97
2
Individuals
42.6%
83
3
Charitable
4.1%
8
4
Pooled Investment Vehicles
1.0%
2
5
Pension Plans
1.0%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$335Mas of March 27, 2026
Discretionary90.4%
$303M
90% of total RAUM90.4%
Non-discretionary9.6%
$32M
10% of total RAUM9.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$335M
Total Accounts195
10Y AUM Change+$90M (+37.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee24:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.