Wick

Overview

Wick is a corporate advisory firm that provides portfolio management services to individuals and small businesses. The firm is registered with the SEC, with registration recorded in 2026. Its stated fee models are subscription-based and fixed-fee arrangements rather than traditional asset-based fees. Ownership is listed as a combination of a domestic entity and an individual. Wick does not identify as an active ESG investor and is not described as a capital allocator. It is not registered as a multi-state adviser and is not marked as a newly formed adviser. The firm's principal advisory focus is direct portfolio management for private clients and small-business owners.

Assets & Accounts

Location & Offices