Wedgewood Partners, Inc.
● SEC registered since 1988CRD 21923SEC# 801-31746St. Louis, MO
Reg. AUM
$560.7M
Employees
10
Accounts
389
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 $560.7 million in regulatory assets under management and employs 10 people.
Wedgewood Partners, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony L. Guerrerio Revocable Trust Control | Voting Member | Under 5% | 2023 |
| Anthony Lawrence Guerrerio Control | Trustee Of Anthony L. Guerrerio Revocable Trust | 25-50% | 2023 |
| David Alan Rolfe Control | Chief Investment Officer, Voting Member | 25-50% | 1992 |
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Join to unlock · $37/moFrequently asked questions
How much does Wedgewood Partners, Inc. manage?
Wedgewood Partners, Inc. reports $560.7 million in regulatory assets under management on its Form ADV.
How many employees does Wedgewood Partners, Inc. have?
Wedgewood Partners, Inc. reports 10 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
| Address | 9909 Clayton Rd, Suite 103, St. Louis, MO 63124-1120 |
| Phone | 314-567-6407 |
| Fax | 314-552-7015 |
| Office hours | 8:00 a.m. - 3:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 859804 |
| Discloses disciplinary history | No |
Regulatory AUM
$560.7M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$560.7Mregulatory AUM
Discretionary $560.7M