WICK CAPITAL PARTNERS
Wick Capital Partners is an independent, boutique, fee-only SEC registered investment advisory firm that was created to solve the challenges confronting successful families: achieving the same strategic discipline and planning practiced by successful corporations.
WICK CAPITAL PARTNERS
Status:
Active
Contact:
215-302-3535
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Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2021-03-24 | HiDEF | Wick Capital Partners investment in Series A - HiDEF | 7.5 M USD |
More informations about "Wick Capital Partners"
Wick Capital Partners
Today’s successful families face the same complexities for long-range growth, tax planning, succession and continuity as major corporations. To meet their needs, families require highly …See details»
THE WICK TEAM — Wick Capital Partners
Chris is the Founder of Wick Capital Partners, and is a key member of the Wick Capital Partners leadership team. Chris’s primary career experience involved building his predecessor RIA …See details»
Wick Capital Partners Review 2025 - AdvisorSearch.org
Feb 18, 2025 A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do …See details»
Wick Capital Partners - Crunchbase Investor Profile
Wick Capital Partners is an independent, boutique, fee-only SEC registered investment advisory firm that was created to solve the challenges confronting …See details»
Wick Capital Partners - LinkedIn
Wick Capital Partners | 611 followers on LinkedIn. Focused on protecting and growing your wealth | Our clients’ financial well-being and accumulation of wealth is paramount. Our mission: - …See details»
IAPD - Investment Adviser Public Disclosure - Homepage
WICK CAPITAL PARTNERS, LLC ( CRD # 299194/SEC#:801-114337 ) WICK CAPITAL MANAGEMENT, LLC, WICK CAPITAL PARTNERS, LLC. View latest Form ADV filed Part 2 …See details»
WICK CAPITAL PARTNERS, LLC | Form ADV - Radient
Mar 29, 2024 Wick Capital Partners, LLC (WCP) is an independent registered investment adviser founded in November 2018. The company is primarily owned by Grace Winston, LLC, …See details»
Wick Capital Partners - Contacts, Employees, Board Members
Wick Capital Partners is an independent, boutique, fee-only SEC registered investment advisory firm. New. Resources. Advanced Search. Start Free Trial . Talk With Sales. Pricing. Log In. …See details»
WICK CAPITAL PARTNERS, LLC - Hedge Fund Database
Wick Capital Partners, LLC (“WCP”) has been in business as an independently registered investment adviser since November, 2018. Wick Capital Partners, LLC is owned by Wick …See details»
Wick Capital Partners, Llc in Wayne, Pennsylvania - EIN TaxId
Organization Name: Wick Capital Partners, Llc: IRS EIN (Taxpayer Id) 83-1800507: Doing Business As: Wick Capital Partners Llc: Type of business: Business Address and Contact …See details»
WICK CAPITAL PARTNERS, LLC Top 13F Holdings
Wick Capital Partners is based out of Wayne. Wick Capital Partners is a large advisory firm with 197 clients and discretionary assets under management (AUM) of $430,425,208 (Form ADV …See details»
Wick Capital Partners - Investments, Portfolio & Company Exits
Mar 24, 2021 Wick Capital Partners has invested in HiDEF on Mar 24, 2021. This investment - Series A - HiDEF - was valued at . obfuscated. obfuscated. How many investments has this …See details»
Wick Capital Partners, LLC - SmartAdvisor Match
Jun 19, 2024 Wick Capital Partners, LLC is located at 150 N. Radnor Chester Road, Wayne, PA. The firm employs 9 financial advisors to manage client portfolios and provide financial …See details»
Joseph DiMaio, Jr., CFP - Senior Wealth Advisor - Wick Capital …
Experienced Family Wealth Advisor · I connect people to their life and wealth goals - providing wealth management advice including planning and investment consulting for my clients, their ...See details»
Wick Capital Partners Company Profile | Management and
Wick Capital Partners is an independent, fee-only SEC-registered investment advisory firm offering sophisticated wealth management solutions beyond investment advice. Popular …See details»
Wick Capital Partners : Verified Investor Reviews on Invest Clearly
Wick Capital Partners is an SEC-registered RIA, offering comprehensive financial planning and wealth management services on a fee-only basis, serving as personal CFOs. Address. Year …See details»
Wick Capital Partners, LLC 13F Filings
Wick Capital Partners, LLC reported 91 holdings with total value $339 M as of Q4 2024. Top holdings included ITOT, VTI, IVV, IXUS, and IEFA. Wick Capital Partners, LLC 13F Portfolio …See details»
Wick Capital Partners, LLC Portfolio Holdings - Fintel
Wick Capital Partners, LLC has disclosed 91 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 339,041,179 USD. Actual Assets Under Management …See details»
Wick Capital Partners - Crunchbase
Wick Capital Partners is an independent, boutique, fee-only SEC registered investment advisory firm. New. Resources. Advanced Search. Start Free Trial . Talk With Sales. Pricing. Log In. …See details»
Wick Capital Partners, LLC - Hedge Fund 13F Holdings - Grufity.com
Wick Capital Partners, LLC is a Wayne, PA based fund with $239.5 Millions in stocks. Its top stocks are AGG, VOO, IBCE as per latest 13F stock holdings. Stock Ideas. New. Stocks. …See details»