Wedge Capital Management LLP

Wedge Capital Management LLP (CRD# 106234) is a financial advisory firm headquartered in Charlotte, NC. They manage $10,462,000,000 in 381 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,462
    MILLION
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $27,459,318
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 21 - 30 of 32 top financial advisors.
21
Michael D. Ritzer
CRD#: 4694783
Charlotte, NC 28202

Michael Ritzer (CRD# 4694783) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 15 years of experience in the finance industry.

22
Martin L. Robinson
CRD#: 2017786
Charlotte, NC 28202

Martin Robinson (CRD# 2017786) 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.

23
Andrew J. Rosenberg
CRD#: 4590065
Charlotte, NC 28202

Andrew Rosenberg (CRD# 4590065) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 15 years of experience in the finance industry.

24
Danielle M. Simon
CRD#: 6977186
Charlotte, NC 28202

Danielle Simon (CRD# 6977186) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.

25
Benjamin N. Singer-Scott
CRD#: 5001927
Charlotte, NC 28202

Benjamin Singer-Scott (CRD# 5001927) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.

26
Brandon S. Smith
CRD#: 6692368
Charlotte, NC 28202

Brandon Smith (CRD# 6692368) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 2 years of experience in the finance industry.

27
Wesley S. Stoltz
CRD#: 4843316
Charlotte, NC 28202

Wesley Stoltz (CRD# 4843316) 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.

28
James F. Walters
CRD#: 1958180
Charlotte, NC 28202

James Walters (CRD# 1958180) 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.

29
Richard A. Wells
CRD#: 1402742
Charlotte, NC 28202

Richard Wells (CRD# 1402742) 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.

30
Brian H. Whisnant
CRD#: 4967204
Charlotte, NC 28202

Brian Whisnant (CRD# 4967204) 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.

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