WEDGEWOOD PARTNERS, INC.
Latest filing: Feb 26, 2025 (101 days ago)
AUM
$539,692,744
16% change vs. 1 year ago
-36% change vs. 3 years ago
-31% change vs. 5 years ago
-93% change vs. 10 years ago
Employee Count
11
0% change vs. 1 year ago
-27% change vs. 3 years ago
-27% change vs. 5 years ago
-39% change vs. 10 years ago
Main Office
ST LOUIS, MO
9909 CLAYTON RD, SUITE 103, ST LOUIS, MO, UNITED STATES, 63124-1120
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.2 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 193 | $0.1 |
| Average Individual AUM | $682,923 | |
| HNW | 139 | $0.2 |
| Average HNW AUM | $1,629,721 | |
| Retail Total | 332 | $0.4 |
| Average Retail AUM | $1,079,323 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| UBS FINANCIAL SERVICES INC. | NASHVILLE-TN-USA | $0.1 |
| MORGAN STANLEY & CO. LLC | NEW YORK-NY-USA | $0.1 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.1 |
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 94% | $0.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| GUERRERIO, ANTHONY, LAWRENCE | TRUSTEE OF ANTHONY L. GUERRERIO REVOCABLE TRUST |
| ROLFE, DAVID, ALAN | CHIEF INVESTMENT OFFICER, VOTING MEMBER |
| QUIGLEY, MICHAEL, XAVIER | TRUSTEE OF MICHAEL XAVIER QUIGLEY TRUST |
| THOMAS, WILLIAM, MCCORMICK | CEO, PRESIDENT, CCO, CHAIRMAN, AND VOTING MEMBER |
| GUERRERIO, JOANNE, F. | TRUSTEE OF GUERRERIO 2012 FAMILY TRUST |
| SCHAJA, MORDECAI, ALAN | TRUSTEE OF RIVERPARK ADVISORS, LLC |
ADVDB.CO • SOURCE: SEC
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| STEVEN KAUFMANN | ST LOUIS | MO | S63|2007-02-02|S65|2009-05-23 | ||||||
| CHRISTOPHER JERSAN | ST LOUIS | MO | CHARTERED FINANCIAL ANALYST | ||||||
| DAVID ROLFE | ST LOUIS | MO | S63|1992-09-09 | CHARTERED FINANCIAL ANALYST | |||||
| MICHAEL QUIGLEY | ST LOUIS | MO | S63|2002-11-27 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.5 | $0.0 | 0% | 11 | 0 | 0% |
| 2025-04-21 | $0.5 | $0.0 | 0% | 11 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.1 | 16% | 11 | 0 | 0% |
| 2023-04-04 | $0.6 | -$0.1 | -13% | 13 | -2 | -15% |
| 2022-04-01 | $0.8 | -$0.3 | -36% | 15 | -4 | -27% |
| 2021-04-05 | $0.7 | -$0.2 | -28% | 15 | -4 | -27% |
| 2020-04-01 | $0.8 | -$0.2 | -31% | 15 | -4 | -27% |
| 2019-04-01 | $1.6 | -$1.1 | -66% | 22 | -11 | -50% |
| 2018-04-02 | $2.6 | -$2.1 | -79% | 22 | -11 | -50% |
| 2017-04-01 | $4.4 | -$3.8 | -88% | 22 | -11 | -50% |
| 2016-04-01 | $6.3 | -$5.8 | -91% | 21 | -10 | -48% |
| 2015-04-01 | $8.0 | -$7.4 | -93% | 18 | -7 | -39% |
| 2014-04-01 | $5.3 | -$4.8 | -90% | 18 | -7 | -39% |
| 2013-04-01 | $2.3 | -$1.8 | -77% | 17 | -6 | -35% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MO, AL-03/30/2007, CA-07/08/1997, CT-08/26/2005, FL-01/10/1990, IL-05/15/1989, KS-03/19/2004, LA-09/22/2005, MA-03/19/2004, MD-06/02/2005, MI-01/19/2001, MO-02/22/1988, NC-03/15/2006, NE-11/22/2013, NJ-08/07/1989, NY-03/19/2004, OH-08/26/2005, PA-10/13/1989, SC-09/27/2006, TX-03/03/1992, VA-06/02/2005, WA-08/26/2005 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV