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).

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 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 18 years of experience in the finance industry.

2
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 22 years of experience in the finance industry.

3
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 11 years of experience in the finance industry.

4
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 23 years of experience in the finance industry.

5
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 12 years of experience in the finance industry.

6
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 20 years of experience in the finance industry.

7
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 13 years of experience in the finance industry.

8
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 6 years of experience in the finance industry.

9
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 27 years of experience in the finance industry.

10
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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