# Wedgewood Asset Management, LLC

> Wedgewood Asset Management, LLC is an SEC-registered investment advisory firm in Redondo Beach, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 312054
- Filed as: WEDGEWOOD ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Redondo Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312054
- AdvisorCensus page: https://advisorcensus.com/firm/wedgewood-asset-management-llc-redondo-beach-ca-312054

## Quick answers

**How is Wedgewood Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wedgewood Asset Management, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wedgewood Asset Management, LLC located?**
Wedgewood Asset Management, LLC's principal office is in Redondo Beach, CA, according to its Form ADV.

**Is Wedgewood Asset Management, LLC registered with the SEC or a state?**
Wedgewood Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 312054.

**How much does Wedgewood Asset Management, LLC manage?**
Wedgewood Asset Management, LLC reports $174,534,906 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Wedgewood Asset Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Wedgewood Asset Management, LLC: Regulatory assets under management: $167,860,238 in the October 2022 data and $174,534,906 in the October 2026 data, up 4%. Total employees: 4 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wedgewood Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Wedgewood Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312054

**What changed in Wedgewood Asset Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $210,145,279 to $174,534,906 (-17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $174,534,906
- Discretionary: $174,534,906
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $174,534,906 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $167,860,238 | 4 | May 2, 2022 |
| October 2023 | $188,160,451 | 3 | February 27, 2023 |
| October 2024 | $187,883,814 | 4 | March 27, 2024 |
| October 2025 | $210,145,279 | 3 | March 21, 2025 |
| October 2026 | $174,534,906 | 3 | March 26, 2026 |

Regulatory assets under management: $167,860,238 in the October 2022 data and $174,534,906 in the October 2026 data, up 4%.
Total employees: 4 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $210,145,279 to $174,534,906 (-17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wedgewood Asset Management, LLC (CRD 312054): Form ADV filing data as of October 2026.