Trustee of Guerrerio 2012 Family Trust · Wedgewood Partners, Inc.
Joanne F. Guerrerio
CRD 7799355 · 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 Joanne F. Guerrerio on its Form ADV as Trustee of Guerrerio 2012 Family Trust, a control person.
Firms and roles
- Wedgewood Partners, Inc.Trustee of Guerrerio 2012 Family TrustWealth manager · St Louis, MO · $561M in regulatory assets
AtlasMembers
Joanne’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Michael X. QuigleyTrustee of Michael Xavier Quigley Trust, Wedgewood Partners, Inc.
- Anthony L. GuerrerioTrustee of Anthony L. Guerrerio Revocable Trust, Wedgewood Partners, Inc.
- David A. RolfeChief Investment Officer, Voting Member, Wedgewood Partners, Inc.
- William M. ThomasCEO, President, CCO, Chairman, and Voting Member, Wedgewood Partners, Inc.
- Mordecai A. SchajaTrustee of Riverpark Advisors, LLC, Wedgewood Partners, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joanne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.