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WICK CAPITAL PARTNERS, LLC
CRD 299194 · SEC 801-114337
150 N. RADNOR CHESTER ROAD, SUITE A225, WAYNE, PA, 19087, United States
Phone
215-302-3535
Fax
215-302-3536
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$929.7M
Discretionary AUM
$919.2M
Team
11 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $26.8M |
| High net worth individuals | 241 | $902.9M |
States served
CA, CO, DE, NJ, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD