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 21 - 28 of 28 top financial advisors.
21
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 15 years of experience in the finance industry.

22
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 26 years of experience in the finance industry.

23
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 14 years of experience in the finance industry.

24
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 18 years of experience in the finance industry.

25
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.

26
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 9 years of experience in the finance industry.

27
Aaron T. Koscheski
CRD#: 6442036
301 South College Street, #3800, Charlotte, NC 28202

Aaron Koscheski (CRD# 6442036) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.

28
Jonathan M. Souza
CRD#: 5599314
301 South College Street, #3800, Charlotte, NC 28202

Jonathan Souza (CRD# 5599314) 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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