Cortright
Wetherill
Wick Capital Partners, LLC
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About this Advisor
Cortright Wetherill is a financial advisor working in Wayne, Pennsylvania with 4 years of relevant experience. Wetherill currently works for Wick Capital Partners, LLC. Their career trajectory has included roles at Cwii Holdings, Drexel University, Michaels Development Company, Red Rocks Group and Wick Capital Partners, LLC. Wetherill has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Pennsylvania. Wick Capital Partners, LLC is a firm that has its headquarters in Wayne, PA. The investment advisory business has offices in two locations and a total of nine advisors. It oversees $318 million in total assets between its 743 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 743 accounts, 40% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by Wick Capital Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wick Capital Partners, LLC Brokerage Details
$317,748,915
9
743
$427,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Cortright Wetherill Work History
Cortright has been registered as a financial advisor for 4 years.*
Wick Capital Partners, LLC
Michaels Development Company
Red Rocks Group
Drexel University
Cwii Holdings
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cortright Wetherill 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
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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