Wick Capital Partners, LLC
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 299194
- Registered since
- November 23, 2018
- Website
- www.wickcapitalpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.11%
- Individuals2.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wick Capital Partners, LLC is an independent registered investment adviser that began SEC registration in 2018. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines percentage-of-assets and fixed fees. Wick does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. The firm lists an industry affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Cash & Cash Equivalents17%
- Public Funds/Mutual Funds15%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
2 of 2
Thomas Huber
Chief Investment OfficerCRD 1061759
Andrew Sachais
Chief Investment OfficerCRD 6274225
Contacts
3 of 9Stephen Paul
Investment Adviser RepresentativeCRD 7097538
Christopher Topolewski
FounderCRD 4557469
Cortright Wetherill
Private Wealth AdvisorCRD 7060728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$575M in ETFs
84%
$481M
16%
$93.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $170M | 1,036,086 | 29.60% |
Location
Wayne, PA
Delaware
Location
Wayne, PA
Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 150 N Radnor Chester Rd
- Time zone
- ET (UTC-5)
- Office locations
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