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WEDGEWOOD PARTNERS, INC.

ST LOUIS, MO · CRD 21923 · IAPD ↗ · wedgewoodpartners.com · 314-567-6407

$560.7MRegulatory AUM
3Advisory reps
10Employees
1376Clients
n/aPlanning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — WEDGEWOOD PARTNERS, INC. notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — WEDGEWOOD PARTNERS, INC. crossed $500M in regulatory AUM ($464.6M -> $539.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
April 2024 — WEDGEWOOD PARTNERS, INC. reported RAUM down 25% ($619.5M -> $464.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.