Investment adviser · CRD 21923
WEDGEWOOD PARTNERS, INC.
Investment adviser filing (IA)
ST LOUIS, MO, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $561M Form ADV · Item 5.F
- Client accounts
- 389 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 145 | $263,671,132 | 47.0% |
| Individuals | 186 | $122,307,743 | 21.8% |
| Corporations & businesses | 32 | $82,487,014 | 14.7% |
| Charities | 16 | $36,850,529 | 6.6% |
| Investment companies | 2 | $28,212,141 | 5.0% |
| Other clients | 3 | $24,493,316 | 4.4% |
| Retirement plans | 5 | $2,705,336 | 0.5% |
Filing source
Form ADV 2063648 · Mar 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 12, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
9909 CLAYTON RD, SUITE 103ST LOUIS, MO, 63124-1120, United States
CRD 21923
Filing source
Form ADV 2063648 · Mar 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.