PPrivate Fund Data Log in Join · $37/mo

Wedgewood Partners, Inc.

● SEC registered since 1988CRD 21923SEC# 801-31746St. Louis, MO
Export (members)
Reg. AUM
$539.7M
Employees
11
Accounts
388
Location
St. Louis, MO

Wedgewood Partners, Inc. assets under management

Wedgewood Partners, Inc. is a registered investment adviser overseen by the SEC based in St. Louis, MO. The firm has been registered since 1988. It reports $539.7 million in regulatory assets under management and employs 11 people.

Wedgewood Partners, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Anthony L. Guerrerio Revocable Trust ControlVoting MemberUnder 5%2023
Anthony Lawrence Guerrerio ControlTrustee Of Anthony L. Guerrerio Revocable Trust25-50%2023
David Alan Rolfe ControlChief Investment Officer, Voting Member25-50%1992
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Wedgewood Partners, Inc. manage?

Wedgewood Partners, Inc. reports $539.7 million in regulatory assets under management on its Form ADV.

How many employees does Wedgewood Partners, Inc. have?

Wedgewood Partners, Inc. reports 11 employees.

Where is Wedgewood Partners, Inc. located?

Wedgewood Partners, Inc. is based in St. Louis, MO and has been SEC-registered since 1988.

Does Wedgewood Partners, Inc. disclose fund performance?

Wedgewood Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9909 Clayton Rd, Suite 103, St. Louis, MO 63124-1120
Phone314-567-6407
Fax314-552-7015
Office hours8:00 a.m. - 3:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK859804
Discloses disciplinary historyNo

Assets under management

Discretionary$539.7M
Non-discretionary$0
Total (RAUM)$539.7M