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| Happy Holidays!! thanks for using AUM13F!! |
| Wedgewood Investors Inc
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|---|---|
| CRD # | 104834 |
| SEC # | 801-29144 |
| CIK # | |
| AUM | $201.4 M (2025-03-26) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 814-456-3651 |
| Address | 100 State Street, Suite 506 Erie, PA 16507-1466 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 26.5 |
| (b) Individuals (high net worth individuals) | 126 | 127.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 19.9 |
| (h) Charitable organizations | 5 | 3.7 |
| (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 | 3 | 24.2 |
| (n) Other | 0 | 0.0 |
| Total | 265 | 201.4 |
| By Discretionary | ||
| Discretionary | 238 | 199.7 |
| Non-Discretionary | 27 | 1.7 |
| Total | 265 | 201.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.4 | |
| Total | 265 | 201.4 |
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|---|---|---|
|
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TN | 0.2 |
|
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NY | 0.2 |
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Maclean Capital Advisors LLC
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HBE Wealth Management LLC
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|
Heritage Financial Counselors LLC
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NJ | 0.2 |
|
MRP Capital Investments LLC
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GA | 0.2 |
|
Walleye Partners LLC
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0.2 | |
|
The RUDD Company LLC
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TX | 0.2 |
|
Cedar Point Capital Partners LLC
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|
IA | 0.2 |