WICK CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$930M
Discretionary
$919M
99% of AUM
Avg account
$789K
Accounts
1,179
Employees
11
Advisory reps
11

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

FINTRX

Overview

Wick Capital Partners, LLC is an independent SEC-registered advisory firm (registered in 2018) that focuses on serving individual and family clients. Its stated services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges fees based on a percentage of assets under management and also offers fixed-fee engagements. Wick Capital does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Cash & Cash Equivalents 17%, Public Funds/Mutual Funds 15%, US Government Bonds 2%, State & Local Bonds 2%64%
  • 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 9

  • Stephen Paul

    Investment Adviser RepresentativeCRD 7097538

  • CHRISTOPHER TOPOLEWSKI

    FounderCRD 4557469

  • Cortright Wetherill

    Private Wealth AdvisorCRD 7060728

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 101

Active vs passive

$479M in ETFs

Passive

82%

$393M

Active

17%

$85.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT)BlackRockPassiveLarge Blend$132M929,65227.67%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth