Wick Capital Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Wick Capital Partners reports 367 clients. They include 241 high-net-worth individuals and 126 individual clients. Of its assets, 98.9% ($919M across 1,171 accounts) are managed with discretion; $10.5M across 8 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 34% | 3% |
| High-net-worth individuals | 66% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 126 | $26.8M | 2.9% | $213K |
| High-net-worth individuals | 241 | $903M | 97.1% | $3.75M |
| Total | 367 | $930M | 100% | $2.53M |
- Clients
- 126
- Regulatory AUM
- $26.8M
- AUM share
- 2.9%
- Avg. per client
- $213K
- Clients
- 241
- Regulatory AUM
- $903M
- AUM share
- 97.1%
- Avg. per client
- $3.75M
Total
- Clients
- 367
- Regulatory AUM
- $930M
- AUM share
- 100%
- Avg. per client
- $2.53M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Wick Capital Partners charges 0.40%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$10M | 1.00% |
| $10M–$15M | 0.80% |
| $15M–$20M | 0.60% |
| $20M and above | 0.40% |
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is billed as a fixed fee or hourly, with hourly rates that will not exceed $500 per hour.
Grace Winston, LLC owns 50% to 75% of Wick Capital Partners and is in turn owned by Christopher Topolewski (50–75%) and Edward Topolewski (50–75%). The leadership team of Wick Capital Partners includes Chief Compliance Officer Mark Feldser. It has 11 employees, 10 of them in advisory roles.
Leadership
Mark FeldserChief Compliance Officer
Thomas HuberChief
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 10 in advisory functions
- 10 state-registered reps
- 1 insurance agent
- 2 soliciting firms
- Owns 50% to 75% of Wick Capital Partners, LLC
Grace Winston, LLC
Control person · since January 2021
- Owns 50% to 75% of Grace Winston, LLC
Christopher Topolewski
Control person · since October 2018
- Owns 50% to 75% of Grace Winston, LLC
Edward Topolewski
Control person · since October 2018
- Owns 50% to 75% of Wick Capital Partners, LLC
Mark Feldser
Control person · since November 2021
Wick Capital Partners’ regulatory assets grew 4.2× from $219M (March 2021) to $930M (March 2026); clients rose from 159 to 367 and employees fell from 13 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $930M | 367 | 11 | 2 |
| June 2025 | $565M | 238 | 12 | 2 |
| March 2024 | $430M | 197 | 10 | 2 |
| March 2023 | $318M | 210 | 9 | 3 |
| March 2022 | $294M | 224 | 11 | 3 |
| March 2021 | $219M | 159 | 13 | 3 |
Besides its headquarters, Wick Capital Partners has 1 office, with 2 listed addresses in Colorado and Pennsylvania.
Colorado · 1 listed address
- 9669 Dunning Circle, Highlands Ranch
Pennsylvania · 1 listed address
- 150 N. Radnor Chester Road, Suite A225, WayneHQ
Contact and registration details
- Legal name
- Wick Capital Partners, LLC
- Headquarters
- 150 N. Radnor Chester Road, Suite A225, Wayne, PA 19087
- Website
- wickcapitalpartners.com
- Phone
- 215-302-3535
- @wick-capital-partners
- SEC file
- 801-114337
- Founded
- 2018
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Wick Capital Partners uses Charles Schwab ($921M) as custodian for its separately managed accounts. Wick Capital Partners has custody of $34.2M in client assets for 21 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $921M100%
At year end, Wick Capital Partners’ separately managed accounts were mostly in stocks (64%) and cash (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $663M across 246 positions; the largest are iShares TR (25.7%), Vanguard Index Fds (8.0%) and Blackrock ETF Trust II (5.9%).
What the accounts hold
- Stocks64%
- Funds15%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds2%
- Cash17%
Reported 13F holdings
- $663M
- Reported 13F value
- 246
- Positions
- 64.0%
- In the 10 largest
- +20.9%
- Value vs. prior quarter
- iShares TR · Core S&P Ttl Stk25.7%
- Vanguard Index Fds · Total Stk Mkt8.0%
- Blackrock ETF Trust II · iShares Lrg Cap5.9%
- iShares TR · Core S&P500 ETF5.4%
- iShares TR · Core MSCI Total4.2%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF4.1%
- iShares TR · Ibonds 27 ETF3.7%
- iShares TR · Core MSCI Eafe3.4%
- Goldman Sachs ETF TR · S&P 500 Premium1.8%
- J P Morgan Exchange Traded F · Hedg Equ Lad ETF1.8%
Together, the ten largest are 64.0% of reported value.
How many clients does Wick Capital Partners have?
Wick Capital Partners has 367 clients and manages $930 million for them, as of March 2026. They include 241 high-net-worth individuals and 126 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Wick Capital Partners offer?
Wick Capital Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Wick Capital Partners charge?
Wick Capital Partners charges 0.40%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Wick Capital Partners use?
Wick Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $921M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Wick Capital Partners have?
Wick Capital Partners has 10 investment adviser representatives registered with state securities authorities, out of 11 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wick Capital Partners invest in?
At the end of its last fiscal year, Wick Capital Partners’ separately managed accounts held 64% exchange-traded equities, 17% cash and equivalents, 15% registered funds (mutual funds, ETFs, BDCs), 2% U.S. government and agency bonds and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wick Capital Partners?
Wick Capital Partners is owned through a holding company by Christopher and Edward Topolewski. Its direct owners are Grace Winston, LLC (50% to 75%) and Mark Feldser (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Wick Capital Partners get paid?
Wick Capital Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Wick Capital Partners registered with the SEC?
Yes, Wick Capital Partners has been registered with the SEC as an investment adviser since 23 November 2018. Its CRD number is 299194 and its SEC file number is 801-114337.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Wick Capital Partners?
Wick Capital Partners’ main office is at 150 N. Radnor Chester Road, Suite A225, Wayne, PA 19087. Its phone number is 215-302-3535. Its website is wickcapitalpartners.com.