Wedgewood Partners, Inc.
- Regulatory AUM
- $561M
- Discretionary
- $561M
- Clients
- 389
- Avg AUM / client
- $1.4M
- Accounts
- 389
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 186 | $122M | 21.8% |
| High net worth individuals | 145 | $264M | 47.0% |
| Investment companies | 2 | $28.2M | 5.03% |
| Pension and profit sharing plans | 5 | $2.7M | 0.48% |
| Charitable organizations | 16 | $36.9M | 6.57% |
| Corporations and other businesses | 32 | $82.5M | 14.7% |
| Other | 3 | $24.5M | 4.37% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| I.B.E.W. Local #910 Annuity Fund Trustees Of The I.B.E.W. Local 910 Annuity Fund | Watertown, NY | 2024 |
| I.B.E.W. Local #910 Pension Fund Trustees Of The I.B.E.W. Local 910 Pension Fund | Watertown, NY | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Alan Rolfe | Chief Investment Officer, Voting Member | CFA | May 1992 (34y) | 25% – 50% |
| Michael Xavier Quigley | Trustee Of Michael Xavier Quigley Trust | CFA | Apr 2006 (20y) | Less than 5% |
| Schaja, Mordecai, Alan | Trustee Of Riverpark Advisors, Llc | Jul 2013 (13y) | 5% – 10% | |
| Anthony Lawrence Guerrerio | Trustee Of Anthony L. Guerrerio Revocable Trust | Aug 2023 (3y) | 25% – 50% | |
| Guerrerio, Joanne, F. | Trustee Of Guerrerio 2012 Family Trust | Aug 2023 (3y) | 25% – 50% | |
| Thomas, William, Mccormick | Ceo, President, Cco, Chairman, And Voting Member | Aug 2023 (3y) | 5% – 10% | |
| Steven Daniel Kaufmann | Registered representative | May 2009 (17y) | ||
| Christopher Thomas Jersan | Registered representative | CFA | Dec 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Guerrerio 2012 Family Trust | Voting Member | Aug 2023 | A | 25% – 50% |
| Riverpark Advisors Llc | Member | Jul 2013 | A | 5% – 10% |
| Anthony L. Guerrerio Revocable Trust | Voting Member | Aug 2023 | A | Less than 5% |
| Michael Xavier Quigley Trust | Member | Aug 2023 | A | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| I.B.E.W. Local #910 Annuity Fund | Trustees Of The I.B.E.W. Local 910 Annuity Fund | 409 | $79.4M | 07/01/2024 |
| I.B.E.W. Local #910 Pension Fund | Trustees Of The I.B.E.W. Local 910 Pension Fund | 334 | $80.5M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $555M (35% of AUM) Oct 2019
- RBC $241M (15% of AUM) Oct 2019
- UBS $156M (28% of AUM) Mar 2026
- Morgan Stanley $86.6M (15% of AUM) Mar 2026
- Charles Schwab & Co. $69.2M (12% of AUM) Mar 2026
- National Financial Services (Fidelity) $56.4M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗