Wedgewood Partners, Inc.

RIASEC RegisteredEst. 1988

Total AUM

$561M

Discretionary

$561M

100% of AUM

Avg account

$1.4M

Accounts

389

Employees

10

Advisory reps

8

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 privately held investment advisory firm organized as a corporation and registered with the SEC since 1988. The firm manages assets for both individuals and institutional clients and charges fees as a percentage of assets under management. Its advisory work centers on portfolio management across individual and small-business accounts, investment companies, and institutional mandates. Public filings show a clear tilt toward equity-oriented strategies rather than ESG-driven approaches. Wedgewood received a CNBC Top 100 Financial Advisory Firms recognition in 2019.

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 Equities96%
Cash & Cash Equivalents4%

Owners & executives

2 of 2

David Rolfe
Chief Investment OfficerCRD 1475135
Mordecai Schaja
CEO & Managing PartnerCRD 1606446

Contacts

3 of 6

Steven Kaufmann
Head TraderCRD 5233393
William Thomas
PresidentCRD 1680633
Michael Quigley
Senior Portfolio ManagerCRD 4581494

Unlock 3 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$223K in ETFs

Passive

100%

$223K

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)	BlackRock	Passive	Large Growth	$223K	524	100.00%

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: Saint Louis
Address: 9909 Clayton Rd
Time zone: CT (UTC-6)
Office locations

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