WEDGEWOOD INVESTORS INC
Firm details
- Headquarters
- ERIE, Pennsylvania
- CRD number
- 104834
- Registered since
- April 3, 1987
- Website
- wedgewoodinvestors.com
- 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
FINTRXOverview
Wedgewood Investors Inc is an independent, SEC‑registered advisory firm that has been operating since 1987. The firm is structured as a corporation with individual ownership and manages assets for both individual and family clients as well as institutional clients. Its fee model is asset‑based (percentage of AUM). Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and pension consulting. Wedgewood does not identify as an active ESG investor and does not present itself as a multi‑state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Investment Grade Corp Bonds12%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
- Other1%
Contacts
1 of 1DANIEL TEED
PresidentCRD 1936577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$15.3M in ETFs
97%
$14.9M
0%
$444K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $2.8M | 109,945 | 18.41% |
Location
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
Similar firms
ROBBINS WEALTH MANAGEMENT
RIAERIE, PA
EVIDENT FINANCIAL
RIAERIE, PA
ELITE LIFE MANAGEMENT LLC
RIAERIE, PA
PARK SHORE PARTNERS LLC
RIAERIE, PA
ONE-UP FINANCIAL
RIAERIE, PA
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
RIAERIE, PA