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 SEC-registered advisory corporation first registered in 1988 that advises both individual/family clients and institutional accounts. The firm offers portfolio management across individual and small-business accounts, investment companies, and businesses or institutions, and typically charges fees as a percentage of assets under management. FINTRX flags the firm as not an active ESG investor and not a multi-state adviser. Wedgewood appeared on CNBC’s Top 100 Financial Advisory Firms list in 2019.