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- Custodian
- Altruist · Pershing · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-10-2010
- Office Locations
- 1
Office Locations
About Weikart Advisory Services LLC
Weikart Advisory Services LLC is a fiduciary RIA serving individuals, families, and business owners in WA/OR with investment management and planning—portfolio design, retirement and retirement income analysis, and insurance/estate/charitable review. Portfolios are built by asset class with flexibility to implement via ETFs/indexes or other public securities, using AI models alongside Modern Portfolio Theory. Custody available via Pershing or SEI.
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Investment Vehicles
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Owner & Executives
WILLIAM JOSEPH WEIKART
FOUNDER, Investment Advisor
- CRD
- #2070701
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,862,036 | -- |
| Total | $3,862,036 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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