Wedge Capital Management LLP

Wedge Capital Management LLP (CRD# 106234) is a financial advisory firm headquartered in Charlotte, NC. They manage $10,775,000,000 in 312 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,775
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $34,535,256
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
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 11 - 20 of 28 top financial advisors.
11
Stephen Yee Fai Ho
CRD#: 6227837
301 South College Street, #3800, Charlotte, NC 28202

Stephen Yee Fai Ho (CRD# 6227837) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.

12
Bradley W. Horstmann
CRD#: 2713945
301 South College Street, #3800, Charlotte, NC 28202

Bradley Horstmann (CRD# 2713945) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 25 years of experience in the finance industry.

13
Monika M. Lariche
CRD#: 4628035
301 South College Street, #3800, Charlotte, NC 28202

Monika Lariche (CRD# 4628035) 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
Christopher J. Lewis
CRD#: 5381932
301 South College Street, #3800, Charlotte, NC 28202

Christopher Lewis (CRD# 5381932) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 10 years of experience in the finance industry.

15
Joseph E. Linz
CRD#: 6574198
301 South College Street, #3800, Charlotte, NC 28202

Joseph Linz (CRD# 6574198) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 5 years of experience in the finance industry.

16
Leah M. Long
CRD#: 1943184
301 South College Street, #3800, Charlotte, NC 28202

Leah Long (CRD# 1943184) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 31 years of experience in the finance industry.

17
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 21 years of experience in the finance industry.

18
Michael D. Ritzer
CRD#: 4694783
301 South College Street, #3800, Charlotte, NC 28202

Michael Ritzer (CRD# 4694783) 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.

19
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 17 years of experience in the finance industry.

20
Brandon S. Smith
CRD#: 6692368
301 South College Street, #3800, Charlotte, NC 28202

Brandon Smith (CRD# 6692368) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 4 years of experience in the finance industry.

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