{
  "crd_number": 104834,
  "slug": "wedgewood-investors-inc-erie-pa-104834",
  "primary_business_name": "WEDGEWOOD INVESTORS INC",
  "legal_name": "WEDGEWOOD INVESTORS INC",
  "dbas": [],
  "city": "Erie",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "21500",
  "metro": {
    "cbsa_code": "21500",
    "common_name": "Erie",
    "msa_name": "Erie, PA",
    "path": "/advisors/pa/erie"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1987-04-03",
  "years_registered": 39,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 215846291.0,
  "raum_discretionary": 214132331.0,
  "raum_non_discretionary": 1713960.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 4166187.0,
      "count": 5
    },
    "individuals": {
      "raum": 17741663.0,
      "count": 132
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 20930563.0,
      "count": 10
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 141277916.0,
      "count": 144
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 31729962.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://wedgewoodinvestors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104834",
  "city_as_filed": "ERIE",
  "url": "https://advisorcensus.com/firm/wedgewood-investors-inc-erie-pa-104834",
  "display_name": "Wedgewood Investors Inc",
  "summary": "Wedgewood Investors Inc is an SEC-registered investment advisory firm in Erie, PA, registered since 1987, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Wedgewood Investors Inc (CRD 104834): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Wedgewood Investors Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wedgewood Investors Inc reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Wedgewood Investors Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wedgewood Investors Inc located?",
      "a": "Wedgewood Investors Inc's principal office is in Erie, PA, according to its Form ADV."
    },
    {
      "q": "Is Wedgewood Investors Inc registered with the SEC or a state?",
      "a": "Wedgewood Investors Inc is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 104834."
    },
    {
      "q": "How much does Wedgewood Investors Inc manage?",
      "a": "Wedgewood Investors Inc reports $215,846,291 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (99% discretionary)."
    },
    {
      "q": "How have Wedgewood Investors Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wedgewood Investors Inc: Regulatory assets under management: $210,668,986 in the October 2021 data and $215,846,291 in the October 2026 data, up 2%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wedgewood Investors Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (144); individuals (other than high net worth individuals) (132); pension and profit sharing plans (but not the plan participants or government pension plans) (10)."
    },
    {
      "q": "Does Wedgewood Investors Inc report any disciplinary disclosures?",
      "a": "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/104834"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 210668986.0,
      "total_employees": 4,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 216242677.0,
      "total_employees": 4,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 195423083.0,
      "total_employees": 4,
      "filing_date": "2023-04-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 203860849.0,
      "total_employees": 4,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 201361331.0,
      "total_employees": 4,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 215846291.0,
      "total_employees": 4,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "The customary annual fee is 1% of financial assets under management."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The customary annual fee is 1% of financial assets under management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wedgewood-investors-inc-erie-pa-104834.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 132,
      "fewer_than_5": false,
      "raum": 17741663.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 144,
      "fewer_than_5": false,
      "raum": 141277916.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 20930563.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 4166187.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 31729962.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104834",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}