$334.7M Total AUM
$302.6M Disc. AUM
-- 3Y CAGR
8 Employees
195 ADV. Clients
38 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-17-1987
- Office Locations
- 1
Office Locations
18 Commerce Drive Wyomissing PA
About Weik Capital Management
Weik Capital Management is a Wyomissing-based RIA. The firm has been operating for 38 years. Managing $334.7M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
36 AVG AGE
$55.8M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
12.8 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
38yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
THOMAS WILBUR WEIK
Chief Investment Officer, President
- CRD
- #461570
- Ownership
- 75% or more
Available
Available
Available
L
LAURA ANN NOVAK
Chief Compliance Officer, Director
- CRD
- #2831444
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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A
ABHISHEK AMATYA
Analyst
- CRD
- #5475713
Available
Available
Available
L
Logan James Boyer
Portfolio Manager
- CRD
- #7696248
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $302,637,075 | $1,576,235 |
| Non-Discretionary | $32,059,988 | $10,686,663 |
| Total | $334,697,063 | $1,716,395 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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