SourcingSourcing

WEDGEWOOD ASSET MANAGEMENT, LLC

B51
CRD 312054·SEC 801-124744·REDONDO BEACH, CA
AUM
$174.5M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$524K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEDGEWOOD ASSET MANAGEMENT, LLC
CRD
312054
SEC file #
801-124744
EIN
862691268
DBA names
—

Economics

AUM
$174.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$167.9M → $174.5M▲ +4%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
REDONDO BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Other Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEDGEWOOD, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
WEDGEWOOD, LLC
GEISER, HANNAH, DODSON
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001856257
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2021-07-16
Edgar Last Filing Date
2025-09-04
Edgar Form D Count
4
Edgar Form D Offerings
2025-09-042025-09-04 · 0001856257-25-000003
2024-09-042024-09-04 · 0001856257-24-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4877
Soi Zip Pct 200k Plus
0.2464
Soi Zip Returns 200k Plus
4,900
Soi Zip Total AGI
3,078,850
Fdic Zip Total Deposits
13,424,234,000
Fdic Zip Branch Count
149
Fdic Zip Top Banks
Bank of America, National Association
Bank of the West

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2015 MANHATTAN BEACH BLVDSUITE 100REDONDO BEACH, CA 90278
Business
2015 MANHATTAN BEACH BLVDSUITE 100REDONDO BEACH, CA 90278
Edgar EIN
862691268
Edgar Recent Filings
D/A2025-09-04 · 0001856257-25-000003
D/A2024-09-04 · 0001856257-24-000001
Fdic Zip Branches Raw
Union BankRedondo Beach, CA
Sanwa Bank CaliforniaRedondo Beach, CA
Fdic Zip HHI
3641.02
Fdic Zip Top Bank Share Pct
59.05
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI40,382
Returns3,490
Stub 2
AGI91,437
Returns2,470
Stub 3
AGI139,226
Returns2,230
Soi Zip Total Business Income
79,836
Soi Zip Total Cap Gains
118,304
Soi Zip Total Dividends
49,634
Soi Zip Total Returns
19,890
Trust Company Affiliate
No

People (2)

2
GEISER, HANNAH, DODSON
Executive Officer · 2.5%
6553553
THOMA-ISGUR, SHOSHANA, LORRAINE
Executive Officer · 2.5%
7971319