WICK CAPITAL PARTNERS, LLC

150 N. Radnor Chester Road
Suite A225
Wayne, Pennsylvania 19087
Tel: 215-302-3535

About WICK CAPITAL PARTNERS, LLC

WICK CAPITAL PARTNERS, LLC, formally registered with the SEC as WICK CAPITAL PARTNERS, LLC. The firm was established in 11/23/2018. They have over 2 offices throughout the country.

WICK CAPITAL PARTNERS, LLC is a Wayne, Pennsylvania based Financial Planning firm with nearly $430,425,208 assets under management, offering retirement planning & investment advisory services to 824 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299194
SEC#	801-114337
Assets Managed by Firm	$430,425,208
No. of Clients	824
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	824	$430,425,208
Individuals (other than high net worth individuals)	99	$56,431,113
High net worth individuals	98	$373,994,095

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