Wealth manager, independent · St Louis, MO
Wedgewood Partners, Inc.
SEC-registered investment adviser · CRD 21923 · SEC 801-31746
At a glance
Wedgewood Partners, Inc. is an SEC-registered investment adviser based in St Louis, Missouri, with $561 million in regulatory assets under management as of its Form ADV filed March 12, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 331 individual clients. By Form ADV it is a wealth manager, ranked 2,637th of 8,915 wealth managers and 7,370th of 17,210 SEC-registered advisers by assets.
Main office 314-567-6407wedgewoodpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $561M
- Rank among wealth managers
- #2,637 of 8,915
- Rank among all SEC RIAs
- #7,370 of 17,210
- Rank in Missouri
- #86 of 196
- Individual clients
- 331
- High-net-worth clients
- 145
- Accounts
- 389
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Michael X. QuigleyTrustee of Michael Xavier Quigley Trust
- Anthony L. GuerrerioTrustee of Anthony L. Guerrerio Revocable Trust
- David A. RolfeChief Investment Officer, Voting Member
- William M. ThomasCEO, President, CCO, Chairman, and Voting Member
- Joanne F. GuerrerioTrustee of Guerrerio 2012 Family Trust
- Mordecai A. SchajaTrustee of Riverpark Advisors, LLC
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 145 | $264M | 47% |
| Individuals | 186 | $122M | 22% |
| Corporations or other businesses | 32 | $82M | 15% |
| Charitable organizations | 16 | $37M | 7% |
| Investment companies | 2 | $28M | 5% |
| Other | 3 | $24M | 4% |
| Pension and profit sharing plans | 5 | $3M | <1% |
Disciplinary disclosures
Wedgewood Partners, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗wedgewoodpartners.com ↗
AtlasMembers
The full record on Wedgewood Partners, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 5,131 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Wedgewood Partners, Inc. manage?
Wedgewood Partners, Inc. reports $561 million in regulatory assets under management across 389 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 12, 2026.
What kind of firm is Wedgewood Partners, Inc.?
Wedgewood Partners, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Wedgewood Partners, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($264 million, 145 clients); individuals ($122 million, 186 clients); corporations or other businesses ($82 million, 32 clients).
Does Wedgewood Partners, Inc. have any disciplinary history?
Wedgewood Partners, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Wedgewood Partners, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →