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CEO, President, CCO, Chairman, and Voting Member · Wedgewood Partners, Inc.

William M. Thomas

CRD 1680633 · 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 William M. Thomas on its Form ADV as CEO, President, CCO, Chairman, and Voting Member, a control person.

Firms and roles

  • Wedgewood Partners, Inc.CEO, President, CCO, Chairman, and Voting MemberWealth manager · St Louis, MO · $561M in regulatory assets

AtlasMembers

William’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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 William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.