Wick Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated March 30, 2026, reports $930M in regulatory assets under management, 11 employees, 1 office, and 1,179 accounts.
Assets Under Management
$930M
Employees
11
Offices
1 office
Total Clients
367
Primary office
WAYNE, PA
150 N. RADNOR CHESTER ROAD, SUITE A225, WAYNE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.7% of total clients.
Top client categories% of clientsClients
1
HNWI
65.7%
241
2
Individuals
34.3%
126
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$930Mas of March 30, 2026
Discretionary98.9%
$919M
99% of total RAUM98.9%
Non-discretionary1.1%
$11M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$930M
Total Accounts1,179
10Y AUM Change+$930M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee33:1
10Y Employee Change+10 (+1000.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.