Wedgewood Partners, Inc.

Wedgewood Partners, Inc. (CRD# 21923) is a financial advisory firm headquartered in Saint Louis, MO. They manage $6,310,812,315 in 5,495 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,311
    MILLION
  • Total Number of Accounts
    5,495
    ACCOUNTS
  • Average Account Value
    $1,148,464
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 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Wedgewood Partners, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Michael X. Quigley
CRD#: 4581494
9909 Clayton Rd, Suite 103, Saint Louis, MO 63124
96
Wealthminder
score

Michael Quigley (CRD# 4581494) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 15 years of experience in the finance industry.

2
David A. Rolfe
CRD#: 1475135
9909 Clayton Rd, Suite 103, Saint Louis, MO 63124
96
Wealthminder
score

David Rolfe (CRD# 1475135) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 25 years of experience in the finance industry.

3
Anthony L. Guerrerio
CRD#: 844567
9909 Clayton Rd, Suite 103, Saint Louis, MO 63124
93
Wealthminder
score

Anthony Guerrerio (CRD# 844567) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 31 years of experience in the finance industry.

4
Benjamin A. Hoefft
CRD#: 4623352
9909 Clayton Rd, Suite 103, Saint Louis, MO 63124
93
Wealthminder
score

Benjamin Hoefft (CRD# 4623352) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 14 years of experience in the finance industry.

5
Steven D. Kaufmann
CRD#: 5233393
9909 Clayton Rd, Suite 103, Saint Louis, MO 63124
93
Wealthminder
score

Steven Kaufmann (CRD# 5233393) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 10 years of experience in the finance industry.

6
Sheila R. Kilper
CRD#: 1709526
9909 Clayton Rd, Suite 103, Saint Louis, MO 63124
93
Wealthminder
score

Sheila Kilper (CRD# 1709526) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 20 years of experience in the finance industry.

7
Jason J. Siedle
CRD#: 5371425
9909 Clayton Rd, Suite 103, Saint Louis, MO 63124
93
Wealthminder
score

Jason Siedle (CRD# 5371425) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 9 years of experience in the finance industry.

8
Morgan L. Koenig
CRD#: 6155387
9909 Clayton Rd, Suite 103, Saint Louis, MO 63124
90
Wealthminder
score

Morgan Koenig (CRD# 6155387) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has 1 year of experience in the finance industry.

9
Jacob R. Siedle
CRD#: 6168010
9909 Clayton Rd, Suite 103, Saint Louis, MO 63124
89
Wealthminder
score

Jacob Siedle (CRD# 6168010) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.