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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-03-1987
- Office Locations
- 1
Office Locations
About Wedgewood Investors INC
Wedgewood Investors is an independent, fee-only RIA founded in 1984 providing unbiased portfolio management and financial planning for individuals and business owners/corporations. The firm applies proprietary investment criteria and commonly implements portfolios with ETFs alongside fixed income. For employers, Wedgewood acts as a retirement plan advisor—selecting fund lineups and allocations and providing participant education (often via Schwab or Fidelity).
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Owner & Executives
DANIEL JOSEPH TEED
Chief Compliance Officer, President
- CRD
- #1936577
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,132,331 | $740,942 |
| Non-Discretionary | $1,713,960 | $244,851 |
| Total | $215,846,291 | $729,210 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | 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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