Cortright Wetherill
Investment adviser representative at Wick Capital Partners, LLC
10 yearsExperience
1 stateRegistered in
$929.7MFirm assets
7 yearsFirm in business
Are you Cortright Wetherill? Claim your profile
Contact this firm
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
10 years in the industry.
- Rockefeller Financial LLCAug 2026 to now
- Wick Capital Partners, LLCJan 2019 to now
- Red Rocks GroupSep 2017 to Dec 2018
- Drexel UniversityAug 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7060728
- Firm CRD
- 299194