Data / Investment advisers / Pennsylvania / Wick Capital Partners, LLC
Wick Capital Partners, LLC, Wayne, PA: $930 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wick Capital Partners, LLC is an SEC registered investment adviser with its main office in Wayne, Pennsylvania and reports $930 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Wick Capital Partners, LLC (CRD number 299194): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 299194
- SEC file number
- 801-114337
- SEC status
- Approved, effective November 23, 2018
- Main office
- 150 N. Radnor Chester Road Suite A225, Wayne, PA 19087
- Phone
- (215) 302-3535
- Website
- wickcapitalpartners.com
- Regulatory AUM
- $929,693,259 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $919,191,941
- Non discretionary AUM
- $10,501,318
- Accounts
- 1,179
- Employees
- 11, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 241 | $902.9 million |
| Individuals (other than high net worth individuals) | 126 | $26.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $929.7 million | March 30, 2026 |
| December 1, 2025 | $565.3 million | June 18, 2025 |
Other advisers in Wayne
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Renovus Associates, LLC | Wayne | $2.57 billion | 17 | adviserinfo.sec.gov |
| Hartford Funds | Wayne | $2.15 billion | Not listed | adviserinfo.sec.gov |
| Inverness Graham Investments, Inc. | Wayne | $1.57 billion | 29 | adviserinfo.sec.gov |
| Alden Capital | Wayne | $1.52 billion | 1 | adviserinfo.sec.gov |
| Guardian Capital Partners | Wayne | $1.19 billion | 6 | adviserinfo.sec.gov |
| Axiom Asset Management | Wayne | $899.6 million | Not listed | adviserinfo.sec.gov |
| Radnor Capital Management, LLC | Wayne | $854.8 million | Not listed | adviserinfo.sec.gov |
| Seminal Food and Nutrition Investments, LLC | Wayne | $613.2 million | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wayne, PA
- Investment advisers in Pennsylvania
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wick Capital Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.