Wick Capital Partners

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

123 S Broad St Ste 1330, Philadelphia, P...

Phone Number

(215) 302-3535

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
1
2

About Wick Capital Partners

Wick Capital Partners is an independent, fee-only advisory firm that provides boutique financial expertise tailored to the unique needs of successful families. They offer a comprehensive range of services including financial planning, retirement planning, estate and succession planning, investment strategies, tax optimization, and alternative investments. The firm emphasizes a personalized, hands-on approach to managing wealth, ensuring clarity and simplicity in financial matters. Their goal is to help clients grow and protect their legacy while navigating the complexities of wealth management.Explore more
Wick Capital Partners's Social MediaPopular SearchesWick Capital PartnersWick Capital LLCWCP Capital LLCWick Capital Usa IncR C Wick CorpSIC Code 62,628NAICS Code 52,523Show more

Wick Capital Partners Org Chart

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MF
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President & Founding Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wick Capital Partners

<$5M
11-50
Private
-
2017
MF
Mark FeldserPresident & Founding Partner
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
2010
N/A
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Company Profile Activity

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Activity Insights

Wick Capital Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wick Capital Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wick Capital Partners.

Wick Capital Partners Tech Stack

A closer look at the technologies used by Wick Capital Partners

Wick Capital Partners News & Media

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Frequently Asked Questions Regarding Wick Capital Partners

What is Wick Capital Partners's official website?
Wick Capital Partners's official website is www.wickcapitalpartners.com
What is Wick Capital Partners's Revenue?
Wick Capital Partners's revenue is <$5 Million
What is Wick Capital Partners's SIC code?
Wick Capital Partners's SIC: 62,628
What is Wick Capital Partners's NAICS code?
Wick Capital Partners's NAICS: 52,523
How many employees does Wick Capital Partners have?
Wick Capital Partners has 11-50 employees
What industry does Wick Capital Partners belong to?
Wick Capital Partners is in the industry of: Finance, Securities Trading
What is Wick Capital Partners competition?
Wick Capital Partners top competitors include: Jgs Wealth Management, Ambrose Wealth Management, Bayntree Wealth Advisors, Sierra Pacific Financial Advisors
What technology does Wick Capital Partners use?
Some of the popular technologies that Wick Capital Partners uses are: WordPress.org, PHP, Google Cloud DNS, AppRiver
How do I contact Wick Capital Partners?
Wick Capital Partners contact info: Phone number: (215) 302-3535 Website: www.wickcapitalpartners.com
What does Wick Capital Partners do?

Wick Capital Partners is an independent, fee-only advisory firm that provides boutique financial expertise tailored to the unique needs of successful families. They offer a comprehensive range of services including financial planning, retirement planning, estate and succession planning, investment strategies, tax optimization, and alternative inves... tments. The firm emphasizes a personalized, hands-on approach to managing wealth, ensuring clarity and simplicity in financial matters. Their goal is to help clients grow and protect their legacy while navigating the complexities of wealth management.Read More

What are Wick Capital Partners social media links?
Wick Capital Partners Linkedin page
Is Wick Capital Partners a public company?
Wick Capital Partners is private company therefore does not currently have an official ticker symbol
See more information about Wick Capital Partners

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