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Chief Investment Officer, Voting Member · Wedgewood Partners, Inc.

David A. Rolfe

CRD 1475135 · Named on Form ADV at one SEC-registered adviser

At a glance

Wedgewood Partners, Inc., an SEC-registered wealth manager based in St Louis, MO with $561 million in regulatory assets, lists David A. Rolfe on its Form ADV as Chief Investment Officer, Voting Member, a control person.

Firms and roles

  • Wedgewood Partners, Inc.Chief Investment Officer, Voting MemberWealth manager · St Louis, MO · $561M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.