Wedge Capital Management LLP

Wedge Capital Management LLP (CRD# 106234) is a financial advisory firm headquartered in Charlotte, NC. They manage $7,583,000,000 in 234 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
301 South College Street, #3800, Charlotte, NC 28202
https://www.linkedin.com/company/wedge-capital-management-l-l-p-/about/
By the Numbers
  • Total Assets Under Management
    7,583
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $32,405,983
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, NY

Financial Advisors at Wedge Capital Management LLP
Showing 11 - 20 of 23 top financial advisors.
11
John Norman, financial advisor Charlotte NC
John G. Norman
CRD#: 2123276
301 South College Street, #3800, Charlotte, NC 28202

John Norman (CRD# 2123276) 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.

12
Andrew Rosenberg, financial advisor Charlotte NC
Andrew J. Rosenberg
CRD#: 4590065
301 South College Street, #3800, Charlotte, NC 28202

Andrew Rosenberg (CRD# 4590065) 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.

13
Wesley Stoltz, financial advisor Charlotte NC
Wesley S. Stoltz
CRD#: 4843316
301 South College Street, #3800, Charlotte, NC 28202

Wesley Stoltz (CRD# 4843316) 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.

14
Richard Wells, financial advisor Charlotte NC
Richard A. Wells
CRD#: 1402742
301 South College Street, #3800, Charlotte, NC 28202

Richard Wells (CRD# 1402742) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 29 years of experience in the finance industry.

15
Brian Whisnant, financial advisor Charlotte NC
Brian H. Whisnant
CRD#: 4967204
301 South College Street, #3800, Charlotte, NC 28202

Brian Whisnant (CRD# 4967204) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 17 years of experience in the finance industry.

16
Darrin Witt, financial advisor Charlotte NC
Darrin R. Witt
CRD#: 4544929
301 South College Street, #3800, Charlotte, NC 28202

Darrin Witt (CRD# 4544929) 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.

17
Li Zhang, financial advisor Charlotte NC
Li Zhang
CRD#: 5740178
301 South College Street, #3800, Charlotte, NC 28202

Li Zhang (CRD# 5740178) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.

18
John Barnes, financial advisor Charlotte NC
John W. Barnes
CRD#: 7508561
301 South College Street, #3800, Charlotte, NC 28202

John Barnes (CRD# 7508561) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.

19
Chelsea Charette, financial advisor Charlotte NC
Chelsea J. Charette
CRD#: 5814595
301 South College Street, #3800, Charlotte, NC 28202

Chelsea Charette (CRD# 5814595) 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.

20
Gavin Graham, financial advisor Charlotte NC
Gavin W. Graham
CRD#: 7283472
301 South College Street, #3800, Charlotte, NC 28202

Gavin Graham (CRD# 7283472) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year 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.

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