What departments does Wick Capital Partners have?

Wick Capital Partners has employees across 1 departments including Finance.

What is the largest department at Wick Capital Partners?

The largest department at Wick Capital Partners is Finance with 2 employees.

Where are Wick Capital Partners employees located globally?

Wick Capital Partners has employees across 1 continents and 1 countries including United States Of America.

How has Wick Capital Partners's team size changed over time?

Wick Capital Partners's team has remained stable from approximately 10 to 10 employees based on available data.

Wick Capital Partners Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Wick Capital Partners is a registered investment advisory firm operating in the financial services sector, offering holistic wealth management and financial planning services. Positioned as an independent, fee-only advisory, the firm acts as a personal chief financial officer for clients, delivering guidance across investment strategy, tax planning, multi-generational wealth transfer, and succession planning to help protect and grow a client’s legacy. Based in Radnor, Pennsylvania, Wick Capital Partners emphasizes fiduciary duty and client-centered service, working directly with clients on a fee-only basis to simplify complex finances and align actions with long-term goals. The company targets individuals seeking comprehensive, integrated wealth management rather than purely investment advice, and its approach is described as hands-on and boutique, aimed at bringing clarity to financial life. In its recent activities, the firm participated in a fundraising-backed investment for HiDEF, Inc., highlighting its engagement in strategic, value-driven opportunities within the broader financial landscape.

Wick Capital Partners Global Highlights

North America
16

United States Of America
16

Wick Capital Partners's Leadership

T. H.
Chief Investment Officer, Portfolio Manager
Mobile Phone
Email
A. S.
Chief Investment Officer
Mobile Phone
Email
M. F.
President
Mobile Phone
Email
C. T.
Founder
Mobile Phone
Email
C. G.
Client Communications Manager
Mobile Phone
Email
J. D.
Senior Wealth Advisor
Mobile Phone
Email
B. B.
Private Wealth Advisor
Mobile Phone
Email
C. W.
Private Wealth Advisor
Mobile Phone
Email

Wick Capital Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Wick Capital Partners

Name

Title

Contact Info

Location

Last Update

B. R. C.
Private Wealth Advisor
Mobile Phone
Email
United StatesPennsylvania
Mar 05, 2024
C. M.
Coordinator
Mobile Phone
Email
United StatesNew Jersey
Oct 24, 2023

Frequently Asked Questions

What is Wick Capital Partners known for?

Wick Capital Partners was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 150 North Radnor Chester Road A225 Radnor, Pennsylvania 19087 United States. Explore Wick Capital Partners's company overview page for more information.

What is Wick Capital Partners's most common email format?

Wick Capital Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wick Capital Partners email formats with LeadIQ.

How many employees does Wick Capital Partners have currently?

Wick Capital Partners has approximately 11 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Wick Capital Partners's key employees and leadership?

As of June 2026, Wick Capital Partners's key employees include:

Chief Investment Officer, Portfolio Manager: T. H.
Chief Investment Officer: A. S.
President: M. F.
Founder: C. T.
Client Communications Manager: C. G.

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Wick Capital Partners Employee Directory

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