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| Happy Holidays!! thanks for using AUM13F!! |
| Wedbush Securities Inc
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| CRD # | 877 |
| SEC # | 801-6358 |
| CIK # | 0001142495 |
| AUM | $5.7 B (2025-06-03) |
| Employees | 950 (23% Investors, 53% Brokers) |
| Phone | 213-688-8000 |
| Address | Attn Compliance Dept Los Angeles, CA 90017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| GS Acquisition Holdings Corp | 0.0 | ||
| Shopify Inc | 0.0 | ||
| KKR & Co LP | 0.0 | ||
| Bristol Myers Squibb Co | 0.0 | ||
| Guggenheim Strategic Opportunities Fund | 0.0 | ||
| Enterprise Products Partners L P | 0.0 | ||
| Kinder Morgan Inc | 0.0 | ||
| US Bancorp de | 0.0 | ||
| Ingersoll-Rand PLC | 0.0 | ||
| Franklin Templeton Digital Holdings Trust | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,690 | 2.7 |
| (b) Individuals (high net worth individuals) | 2,262 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 23 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 71 | 0.1 |
| (n) Other | 38 | 0.0 |
| Total | 10,099 | 5.7 |
| By Discretionary | ||
| Discretionary | 7,136 | 3.9 |
| Non-Discretionary | 2,963 | 1.9 |
| Total | 10,099 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.7 | |
| Total | 10,099 | 5.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001142495] | |
| 3 | [0001142495] | |
| 4 | [0001142495] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Wedbush Capital, Inc. | |
| JMP Group LLC | |
| Wedbush Securities Inc | |
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