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WICK

UNION CITY, NJ · CRD 342763 · IAPD ↗ · 2015789203

$0Regulatory AUM
1Advisory reps
7Employees
2Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — WICK (UNION CITY, NJ) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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