← Back to searchVisit website
WEDBUSH SECURITIES INC.
CRD 877 · SEC 801-6358
ATTN: COMPLIANCE DEPT., 225 S. LAKE AVE PENTHOUSE, PASADENA, CA, 91101, United States
Phone
213-688-8000
Fax
213-688-6653
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.68B
Discretionary AUM
$3.94B
Team
897 total employees; 202 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-04-16
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7291 | $2.62B |
| High net worth individuals | 2636 | $2.77B |
| Pooled investment vehicles | 4 | $4.3M |
| Charitable organizations | 13 | $101.0M |
| Corporations/business entities | 66 | $161.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD