Weikart Advisory Services LLC

Weikart Advisory Services LLC (CRD# 152279) is a financial advisory firm headquartered in , . They manage $1,291,830 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $80,739
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

OR, WA

Financial Advisors at Weikart Advisory Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
William J. Weikart
CRD#: 2070701
Camas, WA
83
Wealthminder
score

William Weikart (CRD# 2070701) is an Investment Advisor Representative working at Weikart Advisory Services LLC in Camas, WA and has over 24 years of experience in the finance industry.

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