Weik Investment Services, Inc.

Weik Investment Services, Inc. (CRD# 107068) is a financial advisory firm headquartered in Wyomissing, PA. They manage $236,871,479 in 205 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    237
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $1,155,471
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Weik Investment Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Sarah C. Skillman
CRD#: 5233520
1075 Berkshire Blvd, Suite 825, Wyomissing, PA 19610
93
Wealthminder
score

Sarah Skillman (CRD# 5233520) is an Investment Advisor Representative working at Weik Investment Services, Inc. in Wyomissing, PA and has over 9 years of experience in the finance industry.

2
Abhishek Amatya
CRD#: 5475713
1075 Berkshire Blvd, Suite 825, Wyomissing, PA 19610
90
Wealthminder
score

Abhishek Amatya (CRD# 5475713) is an Investment Advisor Representative working at Weik Investment Services, Inc. in Wyomissing, PA and has over 3 years of experience in the finance industry.

3
Warren W. Weik
CRD#: 6116966
1075 Berkshire Blvd, Suite 825, Wyomissing, PA 19610
90
Wealthminder
score

Warren Weik (CRD# 6116966) is an Investment Advisor Representative working at Weik Investment Services, Inc. in Wyomissing, PA and has over 4 years of experience in the finance industry.

4
Robert C. Kline
CRD#: 4336537
1075 Berkshire Blvd., Suite 825, Wyomissing, PA 19610
87
Wealthminder
score

Robert Kline (CRD# 4336537) is an Investment Advisor Representative working at Weik Investment Services, Inc. in Wyomissing, PA and has 1 year of experience in the finance industry.

5
Thomas W. Weik
CRD#: 461570
1075 Berkshire Blvd., Suite 825, Wyomissing, PA 19610
87
Wealthminder
score

Thomas Weik (CRD# 461570) is an Investment Advisor Representative working at Weik Investment Services, Inc. in Wyomissing, PA and has 1 year of experience in the finance industry.

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