Wedbush Securities Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated April 16, 2026, reports $5.7B in regulatory assets under management, 897 employees, 58 offices, and 10,048 accounts.
Assets Under Management
$5.7B
Employees
897
Offices
58 offices
Total Clients
10,048
Primary office
PASADENA, CA
ATTN: COMPLIANCE DEPT., 225 S. LAKE AVE PENTHOUSE, PASADENA, CA, United States
Top client segmentIndividuals represent 72.6% of total clients.
Top client categories% of clientsClients
1
Individuals
72.6%
7,291
2
HNWI
26.2%
2,636
3
Corporations
0.7%
66
4
FOREIGN
0.4%
38
5
Charitable
0.1%
13
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.7Bas of April 16, 2026
Discretionary69.2%
$3.9B
69% of total RAUM69.2%
Non-discretionary30.8%
$1.7B
31% of total RAUM30.8%
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$5.7B
Total Accounts10,048
10Y AUM Change+$4.2B (+287.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees897
Clients per Employee11:1
10Y Employee Change+97 (+12.1%)
* 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.