# Wedgewood Partners, Inc.

> Wedgewood Partners, Inc. is an SEC-registered investment advisory firm in St Louis, MO, registered since 1988, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 21923
- Filed as: WEDGEWOOD PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/21923
- AdvisorCensus page: https://advisorcensus.com/firm/wedgewood-partners-inc-st-louis-mo-21923

## Quick answers

**How is Wedgewood Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wedgewood Partners, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wedgewood Partners, Inc. located?**
Wedgewood Partners, Inc.'s principal office is in St Louis, MO, according to its Form ADV.

**Is Wedgewood Partners, Inc. registered with the SEC or a state?**
Wedgewood Partners, Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 21923.

**How much does Wedgewood Partners, Inc. manage?**
Wedgewood Partners, Inc. reports $560,727,211 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Wedgewood Partners, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Wedgewood Partners, Inc.: Regulatory assets under management: $748,282,781 in the October 2021 data and $560,727,211 in the October 2026 data, down 25%. Total employees: 15 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wedgewood Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (186); high net worth individuals (145); corporations or other businesses not listed above (32).

**Which custodians does Wedgewood Partners, Inc. use?**
Wedgewood Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Morgan Stanley & Co. LLC, National Financial Services LLC and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Wedgewood Partners, 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/21923

**What changed in Wedgewood Partners, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in OK.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Morgan Stanley & Co. LLC
- National Financial Services LLC
- UBS Financial Services Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $560,727,211
- Discretionary: $560,727,211
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 186 | $122,307,743 |
| High net worth individuals | 145 | $263,671,132 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $28,212,141 |
| 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) | 5 | $2,705,336 |
| Charitable organizations | 16 | $36,850,529 |
| 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 | 32 | $82,487,014 |
| Other | 3 | $24,493,316 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1988 (38 years)
- Employees: 10 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CA, CT, FL, IL, KS, LA, MA, MD, MI, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wedgewoodpartners.com
- LinkedIn @wedgewood-partners-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $748,282,781 | 15 | August 19, 2021 |
| October 2022 | $838,065,011 | 15 | March 3, 2022 |
| October 2023 | $619,461,035 | 13 | August 23, 2023 |
| October 2024 | $464,563,491 | 11 | March 15, 2024 |
| October 2025 | $539,692,744 | 11 | February 26, 2025 |
| October 2026 | $560,727,211 | 10 | March 12, 2026 |

Regulatory assets under management: $748,282,781 in the October 2021 data and $560,727,211 in the October 2026 data, down 25%.
Total employees: 15 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in OK.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wedgewood Partners, Inc. (CRD 21923): Form ADV filing data as of October 2026.