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| Wedbush Securities Inc
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| |
|---|---|
| CRD # | 877 |
| SEC # | 801-6358 |
| CIK # | 0001142495 |
| AUM | $4.5 BB (2024-06-04) |
| Employees | 953 (24% Investors, 53% Brokers) |
| Phone | 213-688-8000 |
| Address | Attn Compliance Dept Los Angeles, CA 90017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001142495 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.0 | |
| Nvidia Corp | 399.6 | 0.0 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Costco Wholesale Corp /NEW | 207.6 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| Alphabet Inc | 1,475.1 | 0.0 | |
| Facebook Inc | 434.9 | 0.0 | |
| Lilly Eli & Co | 301.8 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Home Depot Inc | 277.6 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| Chevron Corp | 294.6 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
| AbbVie Inc | 269.5 | 0.0 | |
| Exxon Mobil Corp | 385.5 | 0.0 | |
| Novo Nordisk A S | 245.3 | 0.0 | |
| Tesla Motors Inc | 723.4 | 0.0 | |
| Advanced Micro Devices Inc | 131.5 | 0.0 | |
| UnitedHealth Group Inc | 477.0 | 0.0 | |
| Broadcom Inc | 201.3 | 0.0 | |
| Procter & Gamble Co | 338.1 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,223 | 2.4 |
| (b) Individuals (high net worth individuals) | 1,717 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 19 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 59 | 0.1 |
| (n) Other | 26 | 0.0 |
| Total | 9,055 | 4.5 |
| By Discretionary | ||
| Discretionary | 6,372 | 3.2 |
| Non-Discretionary | 2,683 | 1.3 |
| Total | 9,055 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 9,055 | 4.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001142495] | |
| 3 | [0001142495] | |
| 4 | [0001142495] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| JMP Group LLC | |
| Wedbush Capital, Inc. | |
| Wedbush Securities Inc | |
| Jamba Inc |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Boston Common Asset Management LLC
✚
|
MA | 4.5 |
|
M Holdings Securities Inc
✚
|
OR | 4.5 |
|
Osaic FS Inc
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IN | 4.5 |
|
Todd Asset Management LLC
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KY | 4.5 |
|
Pension Consultants Inc
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MO | 4.4 |
|
Alesco Advisors LLC
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NY | 4.4 |
|
Veratis Advisors Inc
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|
NC | 4.4 |
|
Procourse Fiduciary Advisors LLC
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|
IN | 4.4 |
|
Baker Tilly Wealth Management LLC
✚
|
WI | 4.4 |
|
Concourse Financial Group Securities Inc
✚
|
AL | 4.4 |