Wedgewood Investors Inc

RIASEC Registered
Total AUM
$216M
Discretionary
$214M
99% of AUM
Avg account
$729K
Accounts
296
Employees
4
Advisory reps
1

Firm details

Headquarters
Erie, Pennsylvania
CRD number
104834
Registered since
April 3, 1987
Fee structure
Percentage of AUM
Client types
  • HNWI65.45%
  • Corporations / Businesses14.7%
  • Pension & Profit Sharing Plans9.7%
  • Individuals8.22%
  • Charitable Organizations1.93%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Wedgewood Investors Inc is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1987. The firm serves both individual and family clients as well as institutional relationships, charging fees based on a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Wedgewood reports an equity preference and does not identify as an active ESG investor or a multi-state newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Investment Grade Corp Bonds 12%, State & Local Bonds 5%, Cash & Cash Equivalents 5%, Other 1%77%
  • Exchange Traded Equities77%
  • Investment Grade Corp Bonds12%
  • State & Local Bonds5%
  • Cash & Cash Equivalents5%
  • Other1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$18.6M in ETFs

Passive

96%

$17.8M

Active

0%

$780K

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)SchwabPassiveLarge Blend$3.6M121,45219.61%

Location

Primary office

Erie, PA

Erie

Location

Erie, PA

Headquartered in Erie, PA, anchoring the Erie-Meadville, PA metro in the Northeast.

Metro area
Erie-Meadville, PA
Region
Northeast
County
Erie
Address
100 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth