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Wedbush Fund Advisers, LLC

● SEC registered since 2025CRD 334057SEC# 801-131773Pasadena, CA
Export (members)
Reg. AUM
$1.02B
Employees
5
Accounts
4
Location
Pasadena, CA

Wedbush Fund Advisers, LLC assets under management

Wedbush Fund Advisers, LLC is an investment advisory firm registered with the SEC based in Pasadena, CA. The firm has been registered since 2025. It reports $1 billion in regulatory assets under management and employs 5 people.

Wedbush Fund Advisers, LLC owners & executives

9 reported
NameTitleOwnershipSince
Daniel Eric Billings ControlChief Financial OfficerUnder 5%2024
Erin Kathleen Preston ControlChief Compliance OfficerUnder 5%2025
Matthew Bromberg ControlGeneral Counsel, Chief Operating Officer & SecretaryUnder 5%2025
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Frequently asked questions

How much does Wedbush Fund Advisers, LLC manage?

Wedbush Fund Advisers, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Wedbush Fund Advisers, LLC have?

Wedbush Fund Advisers, LLC reports 5 employees.

Where is Wedbush Fund Advisers, LLC located?

Wedbush Fund Advisers, LLC is based in Pasadena, CA and has been SEC-registered since 2025.

Does Wedbush Fund Advisers, LLC disclose fund performance?

Wedbush Fund Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address225 S Lake Ave, Pasadena, CA 91101
Phone213-688-8000
Fax213-688-6653
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$1.02B▲ 35%
Sep '25 — $754.2MOct '25 — $754.2MNov '25 — $754.2MDec '25 — $754.2MJan '26 — $754.2MFeb '26 — $754.2MMar '26 — $754.2MApr '26 — $1.02BMay '26 — $1.02BJun '26 — $1.02B
Sep '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$1.02Bregulatory AUM
Discretionary $1.02B