{"url":"https://nivawealth.com/firms/wick-capital-partners-299194","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/299194","regulatoryAum":929693259,"crd":"299194","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6520737","suffix":null,"lastName":"BARR","firstName":"MATTHEW","middleName":"JACOB"},{"crd":"3273013","suffix":null,"lastName":"BEES","firstName":"BROOKE","middleName":"ASHLEY"},{"crd":"6431117","suffix":null,"lastName":"Bucksner","firstName":"Andrew","middleName":"Todd"},{"crd":"6723236","suffix":null,"lastName":"Clark","firstName":"David","middleName":"Stephen"},{"crd":"1017698","suffix":"JR","lastName":"DIMAIO","firstName":"JOSEPH","middleName":"JOHN"},{"crd":"6352773","suffix":null,"lastName":"FELDSER","firstName":"MARK","middleName":"WILLIAM"},{"crd":"1061759","suffix":null,"lastName":"HUBER","firstName":"THOMAS","middleName":"CHARLES"},{"crd":"7097538","suffix":null,"lastName":"Paul","firstName":"Stephen","middleName":"Charles"},{"crd":"6274225","suffix":null,"lastName":"SACHAIS","firstName":"ANDREW","middleName":"BLAKE"},{"crd":"4557469","suffix":null,"lastName":"TOPOLEWSKI","firstName":"CHRISTOPHER","middleName":"JOSEPH"},{"crd":"7060728","suffix":"III","lastName":"Wetherill","firstName":"Cortright","middleName":null}],"total":11,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":219296474,"clients":159,"employees":13,"offices":3},{"filedOn":"2022-03-29","regulatoryAum":294170732,"clients":224,"employees":11,"offices":3},{"filedOn":"2023-03-29","regulatoryAum":317748915,"clients":210,"employees":9,"offices":3},{"filedOn":"2024-03-29","regulatoryAum":430425208,"clients":197,"employees":10,"offices":2},{"filedOn":"2025-06-18","regulatoryAum":565287657,"clients":238,"employees":12,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":929693259,"clients":367,"employees":11,"offices":2}],"secFileNumber":"801-114337","legalName":"Wick Capital Partners, LLC","displayName":"Wick Capital Partners","slug":"wick-capital-partners-299194","website":"https://wickcapitalpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/299194/b2703ed935dbbb62-r1.webp","tone":"light","width":533,"height":200,"sourceUrl":"https://www.wickcapitalpartners.com/","sourceLabel":"Wick Capital Partners, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/wick-capital-partners/","founded":"2018","organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"150 N. 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The fee is billed in advance and is negotiable.","source":"2026 WICK FORM ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wick Capital Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wick Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wick Capital Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wick Capital Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wick Capital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Wick Capital Partners registered with the SEC?","answer":"Yes, Wick Capital Partners has been registered with the SEC as an investment adviser since 23 November 2018. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}