Investment adviser · CRD 299194

WICK CAPITAL PARTNERS, LLC

Investment adviser filing (IA)

WAYNE, PA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$930M
Form ADV · Item 5.F
Client accounts
1,179
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals241$902,853,75697.1%
Individuals126$26,839,5032.9%
Filing source

Form ADV 2079072 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LXTCH CAPITAL FUND I 2017, LLCOther Private Fund · Last reported Nov 24, 2021$5.64MGross asset value
Auditor RSM US LLP PHILADELPHIA, Pennsylvania, United States
Custodian BB&T CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-4760206090
Reported beneficial owners
10
Minimum commitment
$50K

Form ADV 1579980 · Nov 24, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

150 N. RADNOR CHESTER ROAD, SUITE A225
WAYNE, PA, 19087, United States

CRD 299194

Filing source

Form ADV 2079072 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.