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- Custodian
- Broadridge ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $5.7B between December 23, 2025 and April 16, 2026.
Across 5 reported observations, AUM increased 47.4% between November 21, 2022 and April 16, 2026, from $3.9B to $5.7B.
Of the latest reported AUM, 69.2% is discretionary and 30.8% is non-discretionary.
The firm reports 202 advisory representatives and 10,048 clients, or 49.7 clients per representative. That equates to $565.8K in reported AUM per client.
The profile lists 54 reported office locations and 56 years in operation. The source data was last updated on April 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Wedbush Securities Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 489 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
SMA allocation detail is available
Wedbush Securities Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Wedbush Securities Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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