Wedgewood Partners, Inc.

RIASEC RegisteredEst. 1988

Total AUM

$561M

Discretionary

$561M

100% of AUM

Avg account

$1.4M

Accounts

389

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 21923
Registered since: April 1, 1988
Website: www.wedgewoodpartners.com
Custodians: UBS FINANCIAL SERVICES INC., MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI47.02%
Individuals21.81%
Corporations / Businesses14.71%
Charitable Organizations6.57%
Investment Companies5.03%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wedgewood Partners, Inc. is a fee-based institutional registered investment adviser that has been SEC-registered since 1988. It manages portfolios for individual and family clients as well as institutional accounts, charging a percentage-of-assets fee. The firm's advisory work spans separately managed accounts and pooled vehicles, with explicit activity in portfolio management for individuals/small businesses, investment companies, and business or institutional clients. Wedgewood is not identified as an active ESG investor. The firm appeared on CNBC’s Top 100 Financial Advisory Firms list in 2019.