Matthew Jacob Barr
Investment adviser representative at Wick Capital Partners, LLC
11 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
11 years in the industry.
- Wick Capital Partners, LLCApr 2019 to now
- AXA Advisors, LLCSep 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
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
- 6520737
- Firm CRD
- 299194