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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-23-2018
- Office Locations
- 1
Office Locations
About Wick Capital Partners, LLC
Wick Capital Partners is an independent, fee-only boutique advisory firm providing a family-office style “family CFO” experience for successful families. The team uses a holistic Total Wealth approach across financial and retirement planning, tax optimization, estate and succession planning, and portfolio management. Investment work includes traditional allocations and select alternative/private-market strategies designed to grow and protect multi-generational legacy goals.
Team overview
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Investment Themes
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Owner & Executives
MARK WILLIAM FELDSER
Chief Compliance Officer, DIRECTOR, Partner
- CRD
- #6352773
- Ownership
- 50% but less than 75%
THOMAS CHARLES HUBER
Chief Investment Officer
- CRD
- #1061759
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MATTHEW JACOB BARR
Private Wealth Advisor
- CRD
- #6520737
BROOKE ASHLEY BEES
Private Wealth Advisor
- CRD
- #3273013
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $919,191,941 | $784,963 |
| Non-Discretionary | $10,501,318 | $1,312,665 |
| Total | $929,693,259 | $788,544 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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