SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Wedgewood Partners, Inc.
St Louis, MO
CRD 21923
Firm filing updated March 12, 2026 ·
- $560.7MAssets
- 389Clients
- 3Advisory staff
- 389Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals186
- High net worth individuals145
- Corporations or other businesses32
- Charities16
- Pension and profit sharing plans5
- and 1 more2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 186 | $122.3 million |
| High net worth individuals | 145 | $263.7 million |
| Investment companies | 2 | $28.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $2.7 million |
| Charitable organizations | 16 | $36.9 million |
| Corporations or other businesses not listed above | 32 | $82.5 million |
| Other: "TAFT HARTLEY & MODEL-BASED PROGRAMS" | 3 | $24.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$560.7 million
- Accounts389
- DiscretionaryAll accounts
People
- Employees10
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 21923, SEC file 801-31746.
- Registered with the SEC as an investment advisor (status date on record: April 1, 1988).
Is Wedgewood Partners, Inc. a fiduciary?
Short answer: Wedgewood Partners, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.