Wedbush Fund Advisers, LLC

Overview

Wedbush Fund Advisers, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm focuses on portfolio management services for investment companies and charges fees as a percentage of assets under management. Its client base is institutional, and it is not positioned as a capital allocator or pension consultant. The firm does not identify as an active ESG investor. Ownership includes both a domestic corporate entity and an individual. Wedbush Fund Advisers maintains a range of industry relationships and registrations beyond its RIA status: affiliated broker-dealer activity, other investment-adviser roles, registration as a security-based swap dealer and a futures commission merchant, insurance company activities, and participation as a sponsor or general partner/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings