WEDGEWOOD PARTNERS, INC.

CRD 21923File 801-31746

APPROVED

Retail clients

Filing as of Mar 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$560.7M

Above cohort median (national)

Discretionary AUM

$560.7M

Clients

386

389 accounts

Employees

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
Website: HTTPS://WWW.WEDGEWOODPARTNERS.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	389	386
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.