Steven Daniel Kaufmann
Investment adviser representative at Wedgewood Partners, Inc.
20 yearsExperience
1 stateRegistered in
$560.7MFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Wedgewood Partners, Inc.Jul 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MO).
Wedgewood Partners, Inc.
$560.7MAssets managed
389Clients
4Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5233393
- Firm CRD
- 21923