Wick

Overview

Wick is organized as a corporation and appears to operate as an SEC-registered investment adviser with registration recorded in 2026. Its stated advisory activity is portfolio management for individuals and small businesses. The firm bills clients via subscription and fixed-fee arrangements rather than a traditional asset-based fee schedule. Regulatory and operational flags in the source indicate Wick is not identified as a capital allocator, pension consultant, or a multi-state adviser, and it does not present itself as an active ESG investor. The firm’s classification is listed as unclassified, and there are no public indicators of related-adviser relationships in the provided data.

Assets & Accounts

Location & Offices