Wedgewood Investors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Erie, PA. Its latest Form ADV filing, dated March 24, 2026, reports $216M in regulatory assets under management, 4 employees, and 296 accounts.
Assets Under Management
$216M
Employees
4
Offices
--
Total Clients
296
Primary office
ERIE, PA
100 STATE STREET, SUITE 506, ERIE, PA, United States
Top client segmentHNWI represent 48.6% of total clients.
Top client categories% of clientsClients
1
HNWI
48.6%
144
2
Individuals
44.6%
132
3
Pension Plans
3.4%
10
4
Charitable
1.7%
5
5
Corporations
1.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$216Mas of March 24, 2026
Discretionary99.2%
$214M
99% of total RAUM99.2%
Non-discretionary0.8%
$2M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$216M
Total Accounts296
10Y AUM Change+$32M (+17.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee74:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.