Wellick Capital Group

Season’s Greetings from Wellick Capital Group✨

About the Firm

Q: What is Wellick Capital Group?
A: Wellick Capital Group is a privately held investment firm based in Seattle, Washington, United States. We focus on managing and deploying our own capital, along with funds from our allied partners, into strategic opportunities.

Q: Do you manage client money?
A: No. We are not an investment adviser or broker. We do not manage funds for outside clients or the public. Our investments are made exclusively through our firm and allied partners.

Operations

Q: What industries do you invest in?
A: We invest in: private equity, real estate, technology ventures, capital markets, etc.

Q: Are you regulated by the SEC or FINRA?
A: As a private investment entity that does not solicit or manage client funds, Wellick Capital Group operates under exemptions provided by U.S. securities regulations. We comply with all applicable federal and state laws.

Q: Where are you located?
A: Our headquarters is in Seattle, Washington, United States.

Partnerships

Q: Who can invest with you?
A: We do not accept outside investors. Our activities are limited to our LLC and allied corporate partners.

Q: Do you offer advisory services?
A: No, we are not a financial advisory or wealth management firm.

Website / Information

Q: Why is this website here?
A: This site provides general information about Wellick Capital Group, our mission, and our investment philosophy for transparency and compliance purposes.

Q: How can I contact you?
A: You can reach us at CW@wellickcapitalgroup.com and our Linkedin: wellick-capital-group-132299313. Please note we do not provide investment advice or services to the general public.

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About the Firm

Operations

Partnerships

Website / Information

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