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Head of Wealth Management · Northcoast Asset Management LLC

Jacob P. Wick

CRD 5899722 · Named on Form ADV at one SEC-registered adviser

At a glance

Northcoast Asset Management LLC, an SEC-registered wealth manager based in Stamford, CT with $5.0 billion in regulatory assets, lists Jacob P. Wick on its Form ADV as Head of Wealth Management, a control person.

Firms and roles

AtlasMembers

Jacob’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Megan E. HallChief Compliance Officer, Northcoast Asset Management LLC
  • Frank J. IngarraSenior Vice President, Business & Operations Risk, Northcoast Asset Management LLC
  • Patrick J. JaminChief Investment Officer, Northcoast Asset Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.