Mark William Feldser
Investment adviser representative at Wick Capital Partners, LLC
12 yearsExperience
1 stateRegistered in
$929.7MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wick Capital Partners, LLCDec 2019 to now
- UnemployedJan 2019 to Nov 2019
- West Capital Management, Inc.Jan 2014 to Jan 2019
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wick Capital Partners, LLC
$929.7MAssets managed
367Clients
11Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6352773
- Firm CRD
- 299194