| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Weik Value Partners | Other Private | $31.5M | $200K |
| Weik Small-Cap Partners | Other Private | $17.2M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Wesley Weik Control | Secretary, Treasurer | Under 5% | 2019 |
| Laura Ann Novak Control | Chief Compliance Officer | Under 5% | 2021 |
| Thomas Wilbur Weik Control | President, Chief Investment Officer, Sole Director | Over 75% | 1987 |
Weik Capital Management, Inc reports $305.2 million in regulatory assets under management on its Form ADV.
Weik Capital Management, Inc manages 2 private funds with combined gross assets of $48.7 million.
Weik Capital Management, Inc reports 8 employees.
Weik Capital Management, Inc is based in Wyomissing, PA and has been SEC-registered since 1987.
Weik Capital Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 18 Commerce Drive, Wyomissing, PA 19610-1068 |
| Phone | 610-376-2240 |
| Fax | 610-376-8256 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $275.8M |
| Non-discretionary | $29.4M |
| Total (RAUM) | $305.2M |