Wedgewood Investors Inc

RIASEC RegisteredEst. 1987

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
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

FINTRX

Overview

Wedgewood Investors Inc is an independent registered investment adviser founded in the late 1980s and owned by an individual proprietor. The firm manages client assets on a percentage-of-AUM fee basis and serves both individuals/families and institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and it lists pension consulting among its service offerings. Wedgewood does not identify as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities77%
Investment Grade Corp Bonds12%
State & Local Bonds5%
Cash & Cash Equivalents5%
Other1%

Contacts

1 of 1

Daniel Teed
PresidentCRD 1936577

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 24

Active vs passive

$18.5M in ETFs

Passive

96%

$17.8M

Active

0%

$722K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)	Schwab	Passive	Large Blend	$3.4M	116,326	18.49%

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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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