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- Custodian
- Broadridge ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-27-1970
- Office Locations
- 54
Office Locations
About Wedbush Securities Inc.
Wedbush Securities is a national wealth management, brokerage and advisory firm serving retail and institutional clients, complemented by investment banking/capital markets and multi-asset clearing and prime services. With nearly 200 investment professionals and 100+ offices, it offers advisors affiliate options plus advanced technology and support.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL ERIC BILLINGS
Chief Financial Officer, DIRECTOR, EXECUTIVE VICE PRESIDENT
- CRD
- #4568232
- Ownership
- Less than 5%
GEOFFREY CONOR BLAND
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
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MICHAEL THOMAS AARON
Financial Consultant
- CRD
- #2619073
RENALDO K ALEXANDER
Senior Manager
- CRD
- #5738898
Showing 2 of 491 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,935,472,537 | $547,201 |
| Non-Discretionary | $1,749,375,918 | $612,527 |
| Total | $5,684,848,455 | $565,769 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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