WEEKS FINANCIAL SERVICES, LLC

WEEKS FINANCIAL SERVICES, LLC of ERDENHEIM, PA is an SEC-registered investment adviser (CRD 172665). Regulatory assets under management: $51.9M.

Registration

• CRD: 172665
• Type: Registered investment adviser
• Location: 907 BETHLEHEM PIKE, ERDENHEIM, PA, 19038
• Phone: 267-300-8959
• Latest filing: 2026-04-23
• Regulatory AUM: $51.9M
• Discretionary AUM: $47.0M
• Non-discretionary AUM: $4.8M
• Clients: 1
• Accounts: 137

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172665 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search