Andrew
Sachais

Wick Capital Partners, LLC

CRD#6274225
Investment Advisor
in Wayne, PA

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About this Advisor

Andrew Sachais is a financial advisor based in Wayne, Pennsylvania, working with Wick Capital Partners, LLC. Andrew has previously held positions at The Street, Satch Capital Group, Minyanville, Motley Fool, Seeking Alpha, Axa Advisors, LLC, West Capital Management, Inc, Wick Capital Partners, LLC, and Brandywine Oak Private Wealth LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Andrew is part of Wick Capital Partners, LLC, which operates out of Wayne, Pennsylvania. The firm has 1 office and 10 employees. The firm manages assets totaling $430.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Wick Capital Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

150 N. Radnor Chester Road Suite A225
Wayne, PA 19087

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Wick Capital Partners, LLC Brokerage Details

Total Assets Under Management

$430,425,208

PA Average: $15,833,994,310
Total Number of Employees

10

PA Average: 41
Total Number of Accounts

824

PA Average: 3,342
Average Account Size

$522,361

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Andrew Sachais Work History

2022 - Present (3 years)

Wick Capital Partners, LLC

2021 - 2022 (1 year)

Brandywine Oak Private Wealth LLC

2020 - 2021 (1 year)

Wick Capital Partners, LLC

2016 - 2019 (3 years)

West Capital Management, Inc

2015 - 2019 (4 years)

Satch Capital Group

2015 - 2015 (< 1 year)

Axa Advisors, LLC

2014 - 2015 (1 year)

Minyanville

2014 - 2015 (1 year)

Motley Fool

2014 - 2015 (1 year)

Seeking Alpha

2013 - 2014 (1 year)

The Street

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Andrew Sachais to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wick Capital Partners, LLC

Mark Feldser
Wayne, PA
Stephen Paul
Wayne, PA
Andrew Sachais
Wayne, PA
Matthew Barr
Wayne, PA
Timothy Flynn
Wayne, PA
Joseph Dimaio
Wayne, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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