WICK CAPITAL PARTNERS, LLC
Latest filing: Mar 31, 2025 (107 days ago)
AUM
$565,287,657
31% change vs. 1 year ago
92% change vs. 3 years ago
274% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
12
20% change vs. 1 year ago
9% change vs. 3 years ago
9% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
WAYNE, PA
150 N. RADNOR CHESTER ROAD, WAYNE, PA, UNITED STATES, 19087
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.0 |
| Total | $0.6 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 99 | $0.1 |
| Average Individual AUM | $835,885 | |
| HNW | 139 | $0.5 |
| Average HNW AUM | $3,471,475 | |
| Retail Total | 238 | $0.6 |
| Average Retail AUM | $2,375,158 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.6 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 53% | $0.3 |
| Equity Non-Exch | 10% | $0.1 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 30% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 0% | $0.0 |
| Total | 99% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| STEPHEN PAUL, CPA | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MARK FELDSER | WAYNE | PA | |||||||
| JOSEPH DIMAIO | WAYNE | PA | S63|1981-12-15|S65|2002-08-30 | CERTIFIED FINANCIAL PLANNER | |||||
| TIMOTHY FLYNN | WAYNE | PA | S65|2023-05-22 | ||||||
| MATTHEW BARR | WAYNE | PA | S63|2015-07-24|S65|2016-04-02 | ||||||
| ANDREW SACHAIS | WAYNE | PA | S66|2015-11-10 | CHARTERED FINANCIAL ANALYST | |||||
| THOMAS HUBER | WAYNE | PA | S63|1984-08-17 | CHARTERED FINANCIAL ANALYST | |||||
| CHRISTOPHER TOPOLEWSKI | WAYNE | PA | S65|2002-04-02 | ||||||
| CORTRIGHT WETHERILL | WAYNE | PA | S65|2019-09-18 | ||||||
| STEPHEN PAUL | WAYNE | PA | S65|2013-04-12 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.6 | $0.0 | 0% | 12 | 0 | 0% |
| 2025-04-21 | $0.6 | $0.0 | 0% | 12 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.1 | 31% | 10 | 2 | 20% |
| 2023-04-04 | $0.3 | $0.2 | 78% | 9 | 3 | 33% |
| 2022-04-01 | $0.3 | $0.3 | 92% | 11 | 1 | 9% |
| 2021-04-05 | $0.2 | $0.3 | 158% | 13 | -1 | -8% |
| 2020-04-01 | $0.2 | $0.4 | 274% | 11 | 1 | 9% |
| 2019-04-01 | $0.1 | $0.5 | 409% | 3 | 9 | 300% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, CO-03/31/2021, FL-03/29/2023, NH-03/29/2023, NJ-04/09/2019, PA-11/23/2018, TX-03/22/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV