WICK CAPITAL PARTNERS, LLC
SEC RegisteredTransforming Complexity into Clarity for Your Personal Wealth
About the firm
Wick Capital Partners delivers a family-office experience, serving as your family's CFO. As an independent, fee-only advisory firm, they bring deep expertise, personalized service, and a collaborative mindset to every relationship. Their boutique approach is designed to simplify complexity and bring clarity to your financial life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, estate and succession planning, investment strategies, tax optimization, and alternative investments, using a holistic 'Total Wealth' approach with both traditional and alternative assets.
Who they serve
Successful families navigating the complexities of wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 126 | $27M |
| High Net Worth Individuals | 241 | $903M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $10,000,000 | 1.00% |
| Next $5,000,000 | 0.80% |
| Next $5,000,000 | 0.60% |
| Assets over $20,000,000 | 0.40% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WICK CAPITAL PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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