Wedge Capital Management LLP

Wedge Capital Management LLP (CRD# 106234) is a financial advisory firm headquartered in Charlotte, NC. They manage $11,297,000,000 in 406 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
301 South College Street, #3800, Charlotte, NC 28202
http://www.wedgecapital.com/
By the Numbers
  • Total Assets Under Management
    11,297
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $27,825,123
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, NY, SC, TX

Financial Advisors at Wedge Capital Management LLP
Showing 1 - 10 of 32 top financial advisors.
1
Jason Boles, financial advisor Charlotte NC
Jason T. Boles
CRD#: 3022186
301 S. College Street, Suite 2920, Charlotte, NC 28202
96
Wealthminder
score

Jason Boles (CRD# 3022186) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 19 years of experience in the finance industry.

2
Thomas Calame, financial advisor Charlotte NC
Thomas C. Calame
CRD#: 2406421
301 S. College Street, Suite 2920, Charlotte, NC 28202
96
Wealthminder
score

Thomas Calame (CRD# 2406421) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 23 years of experience in the finance industry.

3
Orton Chen, financial advisor Charlotte NC
Orton Chen
CRD#: 3049077
301 South College Street, #3800, Charlotte, NC 28202
96
Wealthminder
score

Orton Chen (CRD# 3049077) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 12 years of experience in the finance industry.

4
Bradley Fisher, financial advisor Charlotte NC
Bradley S. Fisher
CRD#: 2309028
301 South College Street, Suite 2920, Charlotte, NC 28202
96
Wealthminder
score

Bradley Fisher (CRD# 2309028) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 24 years of experience in the finance industry.

5
John Flinn, financial advisor Charlotte NC
John E. Flinn
CRD#: 4704468
301 South College Street, #3800, Charlotte, NC 28202
96
Wealthminder
score

John Flinn (CRD# 4704468) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 13 years of experience in the finance industry.

6
Bradley Horstmann, financial advisor Charlotte NC
Bradley W. Horstmann
CRD#: 2713945
301 South College Street, Suite 2920, Charlotte, NC 28202
96
Wealthminder
score

Bradley Horstmann (CRD# 2713945) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 21 years of experience in the finance industry.

7
Monika Lariche, financial advisor Charlotte NC
Monika M. Lariche
CRD#: 4628035
301 S. College Street, Suite 2920, Charlotte, NC 28202
96
Wealthminder
score

Monika Lariche (CRD# 4628035) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 14 years of experience in the finance industry.

8
Christopher Lewis, financial advisor Charlotte NC
Christopher J. Lewis
CRD#: 5381932
301 South College Street, #3800, Charlotte, NC 28202
96
Wealthminder
score

Christopher Lewis (CRD# 5381932) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 7 years of experience in the finance industry.

9
Leah Long, financial advisor Charlotte NC
Leah M. Long
CRD#: 1943184
301 S. College, Suite 2920, Charlotte, NC 28202
96
Wealthminder
score

Leah Long (CRD# 1943184) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 28 years of experience in the finance industry.

10
Brian Pratt, financial advisor Charlotte NC
Brian J. Pratt
CRD#: 5185192
301 South College Street, Suite 2920, Charlotte, NC 28202
96
Wealthminder
score

Brian Pratt (CRD# 5185192) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 9 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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