Wedbush Fund Advisers, LLC

Overview

Wedbush Fund Advisers, LLC is an institutional registered investment adviser that is SEC-registered as of 2025. The firm concentrates on portfolio management for investment companies and serves an institutional client base under a percentage-of-AUM fee model. It is structured as an LLC with ownership characterized as a mix of a domestic entity and an individual. Wedbush Fund Advisers is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a pension consultant. The firm’s regulatory and business affiliations extend beyond advisory services: it is linked with broker-dealer activities, other investment advisers, a registered security‑based swap dealer, a futures commission merchant, an insurance company role, and it acts as sponsor, general partner, or managing member of pooled investment vehicles. Those affiliations indicate a broad operational footprint across both traditional investment management and intermediated market roles.

Assets & Accounts

Public Holdings

Investments & Alternatives