Wick Capital Partners, Llc
- Regulatory AUM
- $930M
- Discretionary
- $919M
- Clients
- 367
- Avg AUM / client
- $2.5M
- Accounts
- 1,179
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 224 positions, $548,247,298)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P TTL STK | $132,410,400 | 929,652 | 24.2% | 14.2% |
| 2 | Vanguard Index Fds | TOTAL STK MKT | $43,209,657 | 134,689 | 7.88% | 4.65% |
| 3 | Blackrock Etf Trust Ii | ISHARES LRG CAP | $35,004,863 | 1,092,536 | 6.38% | 3.77% |
| 4 | Ishares Tr | CORE S&P500 ETF | $26,549,045 | 40,644 | 4.84% | 2.86% |
| 5 | Ishares Tr | CORE MSCI TOTAL | $22,984,929 | 265,292 | 4.19% | 2.47% |
| 6 | Ishares Tr | IBONDS 27 ETF | $21,669,693 | 893,964 | 3.95% | 2.33% |
| 7 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $17,415,339 | 73,291 | 3.18% | 1.87% |
| 8 | Ishares Tr | CORE MSCI EAFE | $16,954,077 | 168,170 | 3.09% | 1.82% |
| 9 | Ishares Tr | IBONDS DEC2026 | $11,714,634 | 483,277 | 2.14% | 1.26% |
| 10 | J P Morgan Exchange Traded F | HEDGED EQUITY LA | $11,223,938 | 175,621 | 2.05% | 1.21% |
| 11 | Goldman Sachs Etf Tr | S&P 500 PREMIUM | $10,257,066 | 204,977 | 1.87% | 1.1% |
| 12 | J P Morgan Exchange Traded F | NASDAQ EQT PREM | $7,320,653 | 131,856 | 1.34% | 0.79% |
| 13 | State Str Spdr S&P 500 Etf T | TR UNIT | $6,876,769 | 10,574 | 1.25% | 0.74% |
| 14 | Vanguard Index Fds | S&P 500 ETF SHS | $6,611,568 | 11,064 | 1.21% | 0.71% |
| 15 | Goldman Sachs Etf Tr | NASDAQ-100 PREMI | $6,369,068 | 128,694 | 1.16% | 0.69% |
| 16 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $5,581,533 | 98,474 | 1.02% | 0.6% |
| 17 | Nvidia Corporation | COM | $5,467,909 | 31,353 | 1.0% | 0.59% |
| 18 | Apple Inc | COM | $5,386,648 | 21,225 | 0.98% | 0.58% |
| 19 | Ishares Tr | CORE S&P SCP ETF | $5,299,944 | 42,635 | 0.97% | 0.57% |
| 20 | Ishares Tr | IBDS DEC28 ETF | $4,811,206 | 189,941 | 0.88% | 0.52% |
| 21 | Qorvo Inc | COM | $4,560,602 | 136,955 | 0.83% | 0.49% |
| 22 | Invesco Exch Traded Fd Tr Ii | RUSEL 1000 EQL | $4,550,136 | 82,580 | 0.83% | 0.49% |
| 23 | Vanguard Index Fds | GROWTH ETF | $4,276,174 | 9,790 | 0.78% | 0.46% |
| 24 | Microsoft Corp | COM | $4,186,988 | 11,311 | 0.76% | 0.45% |
| 25 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $4,104,271 | 25,563 | 0.75% | 0.44% |
Top 25 of 224 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 126 | $26.8M | 2.89% |
| High net worth individuals | 241 | $903M | 97.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Saunders House Employee Savings And Retirement N Plan Old Man's Home Of Philadelphia | 2024 | |
| Movate Inc. 401(k) Plan Movate Inc. | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Joseph Topolewski | Member | Oct 2018 (8y) | ≈ 25% – 56.25% via Grace Winston, Llc | |
| Topolewski, Edward | Member | Oct 2018 (8y) | ≈ 25% – 56.25% via Grace Winston, Llc | |
| Thomas Charles Huber | Chief Investment Officer | CFA | Jun 2019 (7y) | Less than 5% |
| Mark William Feldser | Chief Compliance Officer | Jan 2020 (7y) | 50% – 75% | |
| Stephen Charles Paul | Registered representative | CFP | Apr 2019 (7y) | |
| Matthew Jacob Barr | Registered representative | Apr 2019 (7y) | ||
| Cortright Wetherill | Registered representative | Sep 2019 (7y) | ||
| Andrew Blake Sachais | Registered representative | CFA | Feb 2022 (4y) | |
| Joseph John Dimaio | Registered representative | CFP | Aug 2023 (3y) | |
| Brooke Ashley Bees | Registered representative | CFP | Nov 2024 (2y) | |
| David Stephen Clark | Registered representative | CFP | Jul 2025 (1y) | |
| Andrew Todd Bucksner | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Grace Winston, Llc | Member | Jan 2021 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Christopher Joseph Topolewski: 50% – 75% of Grace Winston, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Topolewski, Edward: 50% – 75% of Grace Winston, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Saunders House Employee Savings And Retirement N Plan | Old Man's Home Of Philadelphia | 0 | $0 | 01/01/2024 |
| Movate Inc. 401(k) Plan | Movate Inc. | 467 | $5.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 998 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $921M (99% of AUM) Mar 2026
- Fidelity Brokerage Services $16.9M (8% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗