Overview
Assets Under Management: $540 million
Headquarters: ST LOUIS, MO
High-Net-Worth Clients: 139
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 388
Discretionary Accounts: 388
Regulatory Filings
CRD Number: 21923
Last Filing Date: 2025-02-26 00:00:00
Website: https://wedgewood-partners.com