Patrick W. Wing

MARQUETTE ASSOCIATES

West Chester, PA 19382

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CRD#: 6245272

Professional summary

Patrick William Wing is a registered financial advisor currently at MARQUETTE ASSOCIATES, INC. located in West Chester, Pennsylvania.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Patrick has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick William Wing's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2016 - Present

MARQUETTE ASSOCIATES, INC.

Office #1: 600 Willowbrook Lane Suite 610, West Chester, PA 19382

RIA

CRD#: 118655

West Chester, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARQUETTE ASSOCIATES, INC.

MARQUETTE ASSOCIATES, INC. | PEIRCE PARK GROUP INC. | PEIRCE PARK GROUP

CRD#: 118655 / SEC#: 801-71334

RIA

Registered Investment Advisory firm - (4/16/2010 Approved)

Delaware

Registered Investment Advisory firm - (4/29/2010 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/22/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/16/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MARQUETTE ASSOCIATES, INC.

MARQUETTE ASSOCIATES, INC. | PEIRCE PARK GROUP INC. | PEIRCE PARK GROUP

CRD#: 118655 / SEC#: 801-71334

RIA

Registered Investment Advisory firm - (4/16/2010 Approved)

Delaware

Registered Investment Advisory firm - (4/29/2010 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/22/2010 Terminated)

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Contact information

Main Address

600 Willowbrook Lane Suite 610, West Chester, PA 19382

Mailing Address

Phone number

(610) 719-0300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PPG ADV 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 468,041,527

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/01/2025	Cover Page	Report
07/23/2024	Cover Page	Report
10/18/2023	Cover Page	Report
07/15/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick W. Wing

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick William Wing's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARQUETTE ASSOCIATES, INC.

Primary Firm SEC Registration

MARQUETTE ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Current Firm

MARQUETTE ASSOCIATES, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MARQUETTE ASSOCIATES, INC.

TRUST BUT VERIFY

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