Wedgewood Partners, Inc.
Wedgewood Partners, Inc. is an SEC-registered wealth manager in St Louis, MO with $560.7M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Wedgewood Partners, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 21923, SEC 801-31746, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $560.7M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- St Louis, MO
- Employees
- 10
- Clients
- 387
- CRD
- 21923
- Ownership
- GUERRERIO, ANTHONY LAWRENCE; DESHONG, DOUGLAS LASLEY; ROLFE, DAVID ALAN; ROLFE, DAVID, ALAN; THOMAS, WILLIAM, MCCORMICK
How much AUM does Wedgewood Partners, Inc. have?
Wedgewood Partners, Inc. reported $560.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Wedgewood Partners, Inc.?
Disclosed owners and executives of Wedgewood Partners, Inc. include GUERRERIO, ANTHONY LAWRENCE, DESHONG, DOUGLAS LASLEY, ROLFE, DAVID ALAN, ROLFE, DAVID, ALAN, THOMAS, WILLIAM, MCCORMICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.