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Wick Capital Partners, LLC

Headquartered in WAYNE, PA

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Firm Information

Wick Capital Partners, LLC is an investment advisor located in WAYNE, PA, United States. The firm has 9 investment adviser representatives and manages approximately $430,425,208 in regulatory assets under management. Wick Capital Partners, LLC provides financial planning, pension consulting, and portfolio management for individuals. They primarily serve high-net-worth individuals and individuals other than high-net-worth individuals.

Wick Capital Partners, LLC

150 N. RADNOR CHESTER ROAD

WAYNE, PA 19087

$430.43M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WICK CAPITAL PARTNERS, LLC has a total of 1 branch locations across the country.
location

WAYNE, PA

Advisors at Wick Capital Partners, LLC

View All 8 Advisors
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Christopher Joseph Topolewski

RA

WAYNE, PA

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Mark William Feldser

RA

WAYNE, PA

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Joseph John Dimaio

CFP®, RA

WAYNE, PA

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Timothy James Flynn

RA

WAYNE, PA

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Thomas Charles Huber

CFA®, RA

WAYNE, PA

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Cortright Wetherill

RA

WAYNE, PA

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Matthew Jacob Barr

RA

WAYNE, PA

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Stephen Charles Paul

CFP®, RA

WAYNE, PA

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Disclosures

There are no public disclosures for Wick Capital Partners, LLC.

Frequently Asked Questions (8)

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