WEDGEWOOD ASSET MANAGEMENT, LLC

REDONDO BEACH, California·5 registered advisors·CRD# 312054
SEC# 801-1247440310-760-4010
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 PlanningFee-Only Advisory
04

Advisors at WEDGEWOOD ASSET MANAGEMENT, LLC

5 registered advisors
Evan L. Curtis
REDONDO BEACH, California
Hannah Geiser
REDONDO BEACH, California
Kathryn Lynn Jones
REDONDO BEACH, California
Kelly Anna Katherine Geiser
REDONDO BEACH, California
Lin Na Wong
REDONDO BEACH, California
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.