WICK CAPITAL PARTNERS, LLC
CRD #299194 SEC #801-114337 WAYNE, PA 215-302-3535
SEC Registered
Total AUM
$565.3M
Discretionary
$565.3M
Employees
12
Clients
10
Accounts
942
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $565.3M | $565.3M | $0 | 12 | 0 |
| Mar 2025 | $565.3M | $565.3M | $0 | 12 | 0 |
| Mar 2024 | $430.4M | $430.4M | $0 | 10 | 0 |
| Mar 2023 | $317.7M | $294.1M | $23.6M | 9 | 0 |
| Mar 2022 | $294.2M | $294.2M | $0 | 11 | 0 |
| Nov 2021 | $219.3M | $189.8M | $29.5M | 13 | 0 |
| Nov 2021 | $219.3M | $189.8M | $29.5M | 13 | 0 |
| Mar 2021 | $219.3M | $189.8M | $29.5M | 13 | 0 |
| Aug 2020 | $151M | $123.4M | $27.6M | 11 | 0 |
| Jun 2020 | $151M | $123.4M | $27.6M | 11 | 0 |
| Mar 2020 | $151M | $123.4M | $27.6M | 11 | 0 |
| Nov 2019 | $111.1M | $111.1M | $0 | 3 | 0 |
| Sep 2019 | $111.1M | $111.1M | $0 | 3 | 0 |
| Mar 2019 | $111.1M | $111.1M | $0 | 3 | 0 |
| Oct 2018 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$565.3M
Discretionary$565.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$565.3M
Discretionary$565.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$430.4M
Discretionary$430.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$317.7M
Discretionary$294.1M
Non-Disc.$23.6M
Employees9
Clients0
DateMar 2022
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees11
Clients0
DateNov 2021
Total AUM$219.3M
Discretionary$189.8M
Non-Disc.$29.5M
Employees13
Clients0
DateNov 2021
Total AUM$219.3M
Discretionary$189.8M
Non-Disc.$29.5M
Employees13
Clients0
DateMar 2021
Total AUM$219.3M
Discretionary$189.8M
Non-Disc.$29.5M
Employees13
Clients0
DateAug 2020
Total AUM$151M
Discretionary$123.4M
Non-Disc.$27.6M
Employees11
Clients0
DateJun 2020
Total AUM$151M
Discretionary$123.4M
Non-Disc.$27.6M
Employees11
Clients0
DateMar 2020
Total AUM$151M
Discretionary$123.4M
Non-Disc.$27.6M
Employees11
Clients0
DateNov 2019
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0