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WEDGEWOOD PARTNERS, INC.
CRD 21923 · SEC 801-31746
9909 CLAYTON RD, SUITE 103, ST LOUIS, MO, 63124-1120, United States
Phone
314-567-6407
Fax
314-552-7015
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$560.7M
Discretionary AUM
$560.7M
Team
10 total employees; 3 advisory reps; 1376 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 186 | $122.3M |
| High net worth individuals | 145 | $263.7M |
| Investment companies | 2 | $28.2M |
| Pension/profit sharing plans | 5 | $2.7M |
| Charitable organizations | 16 | $36.9M |
| Corporations/business entities | 32 | $82.5M |
States served
AL, CA, IL, KS, LA, MD, MA, MI, NE, NJ, NY, NC, OH, OK, PA, SC, VA, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD