WEDGEWOOD PARTNERS, INC.

CRD

21923

SEC file #

801-31746

EIN

208075599

DBA names

—

Economics

AUM

$560.7M

AUM band

$500M-$1B

AUM trajectory

'20 · $1.60B

'21 · $748.3M

'22 · $748.3M

'23 · $838.1M

'25 · $539.7M

'26 · $560.7M

'20'26

$1.60B → $560.7M▼ -65%

sec adv history

Client mix

Individuals Other	186
Individuals High Net Worth	145
Corporations	32
Charitable Organizations	16
Pension Profit Sharing Plans	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 4 advisors

'22 · 4 advisors

'23 · 4 advisors

'25 · 3 advisors

'26 · 3 advisors

'20'26

5 advisors → 3 advisors▼ -40%

sec adv history

Primary office

ST LOUIS MO

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

03/12/2026

ADV-W filed at

—

Website

wedgewoodpartners.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

GUERRERIO 2012 FAMILY TRUST

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

GUERRERIO 2012 FAMILY TRUST

GUERRERIO, ANTHONY, LAWRENCE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

WEDGEWOODPARTNERS.COM

Rdap Domain Creation Date

2003-10-06T20:37:44Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

1,631

Form 5500 Total Compensation

126,718

Form 5500 Compensation Trajectory 3y

2026	126,718
2024	0

Form 5500 Plan Count Trajectory 3y

2024	5
2026	2

Schedule C Total Compensation

126,718

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001537720

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2012-02-15

Edgar Last Filing Date

2026-02-12

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-02-12

Accession0001537720-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.6111

Soi Zip Pct 200k Plus

0.4444

Soi Zip Returns 200k Plus

2,400

Soi Zip Total AGI

3,126,326

Fdic Zip Total Deposits

22,746,132,000

Fdic Zip Branch Count

213

Fdic Zip Top Banks

U.S. Bank National Association

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Fidelity	2
Morgan Stanley	2

adv brochure

Edgar Addresses

Mailing

8695 COLLEGE PKWYSTE 100FORT MYERS, FL 33919

Business

8695 COLLEGE PKWYSTE 100FORT MYERS, FL 33919

Edgar EIN

208075599

Edgar Recent Filings

13F-HR2026-02-12 · 0001537720-26-000002

13F-HR2025-11-12 · 0001537720-25-000015

Fdic Zip Branches Raw

Magna Bank of MissouriLadue, MO

Mark Twain BankLadue, MO

Fdic Zip HHI

1629.03

Fdic Zip Top Bank Share Pct

27.19

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2028-10-06T20:37:44Z

Rdap Domain Last Changed

2023-04-19T18:41:31Z

Rdap Nameservers

Ns1.dnsbycomodo.netNs2.dnsbycomodo.net

Rdap Secure Dns Enabled

Yes

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	8,835
Returns	890

Stub 2

AGI	17,770
Returns	470

Stub 3

AGI	25,457
Returns	410

Soi Zip Total Business Income

95,794

Soi Zip Total Cap Gains

586,031

Soi Zip Total Dividends

338,418

Soi Zip Total Returns

5,400

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