Wick Capital Partners, LLC
● SEC registered since 2018CRD 299194SEC# 801-114337Wayne, PA
Reg. AUM
$929.7M
Employees
11
Accounts
1,179
Location
Wayne, PA
Wick Capital Partners, LLC assets under management
Wick Capital Partners, LLC operates as an SEC-registered investment adviser based in Wayne, PA. The firm has been registered since 2018. It reports $929.7 million in regulatory assets under management and employs 11 people.
Wick Capital Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Grace Winston, LLC Control | Member | 50-75% | 2021 |
| Mark William Feldser Control | Chief Compliance Officer | 50-75% | 2021 |
| Thomas Charles Huber | Chief Investment Officer | Under 5% | 2020 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wick Capital Partners, LLC manage?
Wick Capital Partners, LLC reports $929.7 million in regulatory assets under management on its Form ADV.
How many employees does Wick Capital Partners, LLC have?
Wick Capital Partners, LLC reports 11 employees.
Where is Wick Capital Partners, LLC located?
Wick Capital Partners, LLC is based in Wayne, PA and has been SEC-registered since 2018.
Does Wick Capital Partners, LLC disclose fund performance?
Wick Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 N. Radnor Chester Road, Suite A225, Wayne, PA 19087 |
| Phone | 215-302-3535 |
| Fax | 215-302-3536 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1904388 |
| Discloses disciplinary history | No |
Regulatory AUM
$929.7M▲ 64%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$929.7Mregulatory AUM
Discretionary $919.2MNon-discretionary $10.5M