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WEDGEWOOD INVESTORS INC
CRD 104834File 801-29144
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$215.8M
Below cohort median (national)
Discretionary AUM
$214.1M
Non-discretionary $1.7M
Clients
296
296 accounts
Employees
4
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 3, 1987
- Principal office
- 100 STATE STREET, SUITE 506, ERIE, PA, 16507-1466
- Phone
- [814]456-3651
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $215.8M
- Discretionary AUM
- $214.1M
- Non-discretionary AUM
- $1.7M
- Discretionary accounts
- 289
- Non-discretionary accounts
- 7
- Total accounts
- 296
- AUM per client
- $729K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $31.7M |
| Charitable organizations | 5 | $4.2M |
| High net worth individuals | 144 | $141.3M |
| Pension and profit sharing plans | 10 | $20.9M |
| Individuals (other than high net worth individuals) | 132 | $17.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.