Wedgewood Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in St Louis, MO. Its latest Form ADV filing, dated March 12, 2026, reports $561M in regulatory assets under management, 10 employees, and 389 accounts.
Assets Under Management
$561M
Employees
10
Offices
--
Total Clients
389
Primary office
ST LOUIS, MO
9909 CLAYTON RD, SUITE 103, ST LOUIS, MO, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.8% of total clients.
Top client categories% of clientsClients
1
Individuals
47.8%
186
2
HNWI
37.3%
145
3
Corporations
8.2%
32
4
Charitable
4.1%
16
5
Pension Plans
1.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$561Mas of March 12, 2026
Discretionary100.0%
$561M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$561M
Total Accounts389
10Y AUM Change$-3.8B (-87.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee39:1
10Y Employee Change-12 (-54.5%)
* 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.