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WEDGEWOOD PARTNERS, INC.
CRD 21923File 801-31746
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$560.7M
Above cohort median (national)
Discretionary AUM
$560.7M
Clients
386
389 accounts
Employees
10
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 1, 1988
- Principal office
- 9909 CLAYTON RD, SUITE 103, ST LOUIS, MO, 63124-1120
- Phone
- 314-567-6407
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $560.7M
- Discretionary AUM
- $560.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 389
- Non-discretionary accounts
- 0
- Total accounts
- 389
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $82.5M |
| Investment companies | 2 | $28.2M |
| Charitable organizations | 16 | $36.9M |
| High net worth individuals | 145 | $263.7M |
| Pension and profit sharing plans | 5 | $2.7M |
| Individuals (other than high net worth individuals) | 186 | $122.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 389 | 386 | decreased by3 |
| Apr 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2026 | Clients | 399 | 389 | decreased by10 |
| Apr 1, 2026 | AUM | $539,692,744 | $560,727,211 | increased by$21,034,467 |
| Apr 1, 2026 | Accounts | 388 | 389 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 11 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 554 | 399 | decreased by155 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $838,065,011 | $539,692,744 | decreased by$298,372,267 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 554 | 388 | decreased by166 |
| Apr 1, 2022 | Clients | 580 | 554 | decreased by26 |
| Apr 1, 2022 | AUM | $748,282,781 | $838,065,011 | increased by$89,782,230 |
| Apr 1, 2022 | Accounts | 580 | 554 | decreased by26 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEDGEWOOD PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEDGEWOOD PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.