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WICK CAPITAL PARTNERS, LLC

WAYNE, PA · CRD 299194 · IAPD ↗ · wickcapitalpartners.com · 215-302-3535

$929.7MRegulatory AUM
10Advisory reps
11Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — WICK CAPITAL PARTNERS, LLC notice-filed in CA, DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — WICK CAPITAL PARTNERS, LLC reported RAUM up 64% ($565.3M -> $929.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — WICK CAPITAL PARTNERS, LLC crossed $500M in regulatory AUM ($430.4M -> $565.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — WICK CAPITAL PARTNERS, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2024 — WICK CAPITAL PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — WICK CAPITAL PARTNERS, LLC reported RAUM up 35% ($317.7M -> $430.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.