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
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, 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Investment Grade Corp Bonds 12%, State & Local Bonds 5%, Cash & Cash Equivalents 5%, Other 1%77%
  • Exchange Traded Equities77%
  • Investment Grade Corp Bonds12%
  • State & Local Bonds5%
  • Cash & Cash Equivalents5%
  • Other1%

Contacts

1 of 1
  • DANIEL TEED

    PresidentCRD 1936577

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 19

Active vs passive

$15.3M in ETFs

Passive

97%

$14.9M

Active

0%

$444K

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)SchwabPassiveLarge Blend$2.8M109,94518.41%

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth