WEDBUSH FUND ADVISERS, LLC

Overview

Wedbush Fund Advisers, LLC is an SEC-registered investment adviser organized as an LLC that focuses on portfolio management for investment companies and serves institutional clients. The firm operates on a percentage-of-assets fee model and is not identified as an active ESG investor. Its snapshot data lists several related activities and broker/dealer-type affiliations — including broker-dealer functions, another investment-adviser role, registration as a security-based swap dealer and futures commission merchant, and insurance-company activities — which suggests the firm sits within a broader financial-services platform with multiple operating lines. The firm’s regulatory snapshot also indicates involvement as a sponsor, general partner, or managing member of pooled investment vehicles, pointing to an operational role beyond simply advising separate accounts. The firm is classified as serving institutional clients rather than retail households.

Assets & Accounts

Investments & Alternatives