WEIKART ADVISORY SERVICES LLC

WEIKART ADVISORY SERVICES LLC is an SEC-registered investment adviser (CRD 152279). Regulatory assets under management: $3.9M.

Registration

• CRD: 152279
• Type: Registered investment adviser
• Phone: 503-660-3044
• Latest filing: 2026-03-12
• Regulatory AUM: $3.9M
• Non-discretionary AUM: $3.9M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152279 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search