Wedgewood Investors Inc
● SEC registered since 1987CRD 104834SEC# 801-29144Erie, PA
Reg. AUM
$215.8M
Employees
4
Accounts
296
Location
Erie, PA
Wedgewood Investors Inc assets under management
Wedgewood Investors Inc operates as an SEC-registered investment adviser based in Erie, PA. The firm has been registered since 1987. It reports $215.8 million in regulatory assets under management and employs 4 people.
Wedgewood Investors Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joseph Teed Control | President And Cco | Over 75% | 2011 |
Frequently asked questions
How much does Wedgewood Investors Inc manage?
Wedgewood Investors Inc reports $215.8 million in regulatory assets under management on its Form ADV.
How many employees does Wedgewood Investors Inc have?
Wedgewood Investors Inc reports 4 employees.
Where is Wedgewood Investors Inc located?
Wedgewood Investors Inc is based in Erie, PA and has been SEC-registered since 1987.
Does Wedgewood Investors Inc disclose fund performance?
Wedgewood Investors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 State Street, Suite 506, Erie, PA 16507-1466 |
| Phone | [814]456-3651 |
| Fax | [814]459-9343 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$215.8M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$215.8Mregulatory AUM
Discretionary $214.1MNon-discretionary $1.7M