# Wedgewood Investors Inc

> 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.

- CRD: 104834
- Filed as: WEDGEWOOD INVESTORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Erie, PA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104834
- AdvisorCensus page: https://advisorcensus.com/firm/wedgewood-investors-inc-erie-pa-104834

## Quick answers

**How is Wedgewood Investors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Wedgewood Investors Inc reports these compensation arrangements: a percentage of assets under its management.

**How much does Wedgewood Investors Inc charge?**
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.

**Where is Wedgewood Investors Inc located?**
Wedgewood Investors Inc's principal office is in Erie, PA, according to its Form ADV.

**Is Wedgewood Investors Inc registered with the SEC or a state?**
Wedgewood Investors Inc is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 104834.

**How much does Wedgewood Investors Inc manage?**
Wedgewood Investors Inc reports $215,846,291 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (99% discretionary).

**How have Wedgewood Investors Inc's assets and staff changed since 2021?**
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.

**What types of clients does Wedgewood Investors Inc serve?**
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).

**Does Wedgewood Investors Inc 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/104834

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: 1% of assets a year

> The customary annual fee is 1% of financial assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $215,846,291
- Discretionary: $214,132,331
- Non-discretionary: $1,713,960

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 132 | $17,741,663 |
| High net worth individuals | 144 | $141,277,916 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $20,930,563 |
| Charitable organizations | 5 | $4,166,187 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $31,729,962 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1987 (39 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wedgewoodinvestors.com](https://wedgewoodinvestors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $210,668,986 | 4 | March 29, 2021 |
| October 2022 | $216,242,677 | 4 | March 31, 2022 |
| October 2023 | $195,423,083 | 4 | April 6, 2023 |
| October 2024 | $203,860,849 | 4 | March 22, 2024 |
| October 2025 | $201,361,331 | 4 | March 26, 2025 |
| October 2026 | $215,846,291 | 4 | March 24, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wedgewood Investors Inc (CRD 104834): Form ADV filing data as of October 2026.