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Marc Steven Richman

Wick Capital Partners, LLC

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About Marc Steven Richman

Marc Steven Richman is a Registered Representative with Wick Capital Partners, LLC and has been in the industry since 2012. Marc Steven Richman has specialized in providing financial planning and portfolio management services to individuals and high-net-worth clients. Marc Steven Richman has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination.

Firm Information

Marc Richman is currently registered with Wick Capital Partners, LLC. 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.

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Marc Richman’s Registration & Firm History

PA

11/24/2024 - Present

Wick Capital Partners, LLC (WAYNE PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Steven Richman.
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