Wedgewood Partners


Trust Score 98%
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Last updated: August 6th, 2019. Data source: SEC filings.

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Wedgewood Partners, federally registered in 1988, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 5 advisors. Wedgewood Partners manages $1.6 billion and provides investment advisory services for 1,135 clients (1:227 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,406,064
Hybrid Advisor No
Disciplinary History No
Total AUM $1.6 billion
Advisor / Client Ratio 1:227
Headquarters ST Louis, MO
SEC Filings Forms and Brochures    (CRD # 21923)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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