Also known as wick
Wick Capital Partners is an independent, fee-only wealth advisory firm based in Wayne, Pennsylvania, founded in 2018. It reports about $650 million in assets under management. The firm provides a family-office style service for successful families, acting as the family's chief financial officer. It uses a Total Wealth approach covering investment strategy, tax planning, multi-generational wealth transfer and succession.
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Wick Capital Partners is a wealth manager based in Wayne, United States, managing approximately $650M in assets.
Wick Capital Partners is headquartered in Wayne, United States.
Wick Capital Partners manages approximately $650M in assets under management.
Wick Capital Partners was founded in 2018.
Wick Capital Partners focuses on Early Stage Venture.
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