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WEDGEWOOD INVESTORS INC
CRD 104834 · SEC 801-29144
100 STATE STREET, SUITE 506, ERIE, PA, 16507-1466, United States
Phone
[814]456-3651
Fax
[814]459-9343
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$215.8M
Discretionary AUM
$214.1M
Team
4 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 132 | $17.7M |
| High net worth individuals | 144 | $141.3M |
| Pension/profit sharing plans | 10 | $20.9M |
| Charitable organizations | 5 | $4.2M |
| Corporations/business entities | 5 | $31.7M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD