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WEDGEWOOD ASSET MANAGEMENT, LLC
WEDGEWOOD ASSET MANAGEMENT, LLC
REDONDO BEACH, California
·
5 registered advisors
·
CRD# 312054
SEC# 801-124744
0
310-760-4010
01
Firm Overview
AUM
$188M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Retirement Planning
Fee-Only Advisory
04
Advisors at WEDGEWOOD ASSET MANAGEMENT, LLC
5 registered advisors
Evan L. Curtis
REDONDO BEACH, California
CRD# 5442607
Hannah Geiser
REDONDO BEACH, California
CRD# 6553553
Kathryn Lynn Jones
REDONDO BEACH, California
CRD# 1720440
Kelly Anna Katherine Geiser
REDONDO BEACH, California
CRD# 7691172
Lin Na Wong
REDONDO BEACH, California
CRD# 7837094
05
Office Locations
REDONDO BEACH, California
5 advisors
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Data sourced from SEC Form ADV filings. WEDGEWOOD ASSET MANAGEMENT, LLC (CRD# 312054) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.