Wick Capital Partners, LLC
Wick Capital Partners, LLC is a fee-only, independent investment advisory firm headquartered in Wayne, Pennsylvania, USA. Founded in 2018, the firm specializes in providing comprehensive family-office services, acting as a family's CFO and crafting bespoke wealth management strategies, including investment management, tax planning, estate and succession planning, and access to alternative investments. Wick Capital Partners serves high-net-worth families with a boutique, highly personalized approach and is led by a team of seasoned professionals including CFA, CPA, and CFP holders. The firm employs about 12 professionals and is committed to tailored, long-term client relationships.
Investment Strategy
Wick Capital Partners employs a holistic 'Total Wealth' approach for high-net-worth families, managing portfolios with both traditional and alternative investments. Their strategy focuses on comprehensive planning—combining goal-driven investment management, tax optimization, multi-generational wealth transfer, and access to private market investments outside the typical stock-and-bond model. Portfolios are crafted to fit each client's needs and adjusted as clients' lives and market conditions change, with emphasis on clarity, performance optimization, and long-term legacy growth.
Top Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 31.19% | $120.0M | 6,651 | $119.32 | $135.04 | +$12.8M |
V VTI | VANGUARD INDEX FDS | 9.78% | $37.6M | 65,464 | $269.40 | $303.93 | +$5.1M |
I IVV | ISHARES TR | 6.66% | $25.6M | 62,017 | $582.74 | $620.90 | +$7.0M |
I IXUS | ISHARES TR | 4.19% | $16.1M | 888,658 | $73.60 | $77.31 | +$811.6K |
I IEFA | ISHARES TR | 3.83% | $14.7M | 4,878 | $65.36 | $83.48 | +$1.1M |