Data / Investment advisers / Missouri / Wedgewood Partners, Inc.
Wedgewood Partners, Inc., St Louis, MO: $561 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wedgewood Partners, Inc. is an SEC registered investment adviser with its main office in St Louis, Missouri and reports $561 million in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Wedgewood Partners, Inc. (CRD number 21923): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 21923
- SEC file number
- 801-31746
- SEC status
- Approved, effective April 1, 1988
- Main office
- 9909 Clayton Rd, Suite 103, St Louis, MO 63124
- Phone
- (314) 567-6407
- Website
- wedgewoodpartners.com
- Regulatory AUM
- $560,727,211 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $560,727,211
- Accounts
- 389
- Employees
- 10, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 145 | $263.7 million |
| Individuals (other than high net worth individuals) | 186 | $122.3 million |
| Corporations or other businesses | 32 | $82.5 million |
| Charitable organizations | 16 | $36.9 million |
| Investment companies | 2 | $28.2 million |
| Pension and profit sharing plans | 5 | $2.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $560.7 million | March 12, 2026 |
| December 1, 2025 | $539.7 million | February 26, 2025 |
Other advisers in St. Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Precision Wealth Strategies, LLC | St. Louis | $711 million | Not listed | adviserinfo.sec.gov |
| Duncker Streett & Co. | St. Louis | $707.3 million | Not listed | adviserinfo.sec.gov |
| Benjamin F. Edwards Wealth Management, LLC | St. Louis | $705.4 million | Not listed | adviserinfo.sec.gov |
| Monetary Management Group Inc | St Louis | $583.8 million | Not listed | adviserinfo.sec.gov |
| Stieven Capital Advisors, L.P. | St. Louis | $563.4 million | 2 | adviserinfo.sec.gov |
| Orion Investment Co | St Louis | $515.4 million | Not listed | adviserinfo.sec.gov |
| Allocator Solutions, LLC | St Louis | $513.5 million | 1 | adviserinfo.sec.gov |
| Financial & Tax Architects, LLC | St. Louis | $506.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Louis, MO
- Investment advisers in Missouri
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wedgewood Partners, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.