Wick

Overview

Wick is a corporate advisory firm that provides portfolio management services targeted at individuals and small businesses. The firm uses subscription and fixed-fee billing rather than a traditional asset-based fee schedule. Ownership is listed as a mix of a domestic entity and an individual. Wick is registered with the SEC as of 2026. Its regulatory/operational profile lists it as unclassified; it is not designated as a capital allocator, does not identify as an active ESG investor, and is not positioned as a multi-state adviser, pension consultant, or related adviser. The firm's declared advisory activity centers on ongoing portfolio management for individual and small business clients, aligned with its subscription/fixed-fee approach to charging for services.