Overview
Assets Under Management: $540 million
Headquarters: ST LOUIS, MO
High-Net-Worth Clients: 139
Average Client Assets: $2 million
Frequently Asked Questions
WEDGEWOOD PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #21923), WEDGEWOOD PARTNERS, INC. is subject to fiduciary duty under federal law.
WEDGEWOOD PARTNERS, INC. is headquartered in ST LOUIS, MO.
WEDGEWOOD PARTNERS, INC. serves 139 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, WEDGEWOOD PARTNERS, INC. offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
WEDGEWOOD PARTNERS, INC. manages $540 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, WEDGEWOOD PARTNERS, INC. serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
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