WEDGEWOOD ASSET MANAGEMENT, LLC

2015 Manhattan Beach Blvd
Suite 220
Redondo Beach, California 90278
Tel: 310-760-4010

About WEDGEWOOD ASSET MANAGEMENT, LLC

WEDGEWOOD ASSET MANAGEMENT, LLC, formally registered with the SEC as WEDGEWOOD ASSET MANAGEMENT, LLC. The firm was established in 04/22/2022. They have over 1 offices throughout the country.

WEDGEWOOD ASSET MANAGEMENT, LLC is a Redondo Beach, California based Financial Planning firm with nearly $187,883,814 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312054
SEC#	801-124744
Assets Managed by Firm	$187,883,814
No. of Clients	2
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$187,883,814

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