Wedgewood Investors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 11–25 clients last fiscal year.
Wedgewood Investors reports 296 clients. They include 144 high-net-worth individuals, 132 individual clients, and 10 pension and profit-sharing plans. Of its assets, 99.2% ($214M across 289 accounts) are managed with discretion; $1.71M across 7 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 8% |
| High-net-worth individuals | 49% | 65% |
| Pension and profit-sharing plans | 3% | 10% |
| Charitable organizations | 2% | 2% |
| Corporations and other businesses | 2% | 15% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 132 | $17.7M | 8.2% | $134K |
| High-net-worth individuals | 144 | $141M | 65.5% | $981K |
| Pension and profit-sharing plans | 10 | $20.9M | 9.7% | $2.09M |
| Charitable organizations | 5 | $4.17M | 1.9% | $833K |
| Corporations and other businesses | 5 | $31.7M | 14.7% | $6.35M |
| Total | 296 | $216M | 100% | $729K |
- Clients
- 132
- Regulatory AUM
- $17.7M
- AUM share
- 8.2%
- Avg. per client
- $134K
- Clients
- 144
- Regulatory AUM
- $141M
- AUM share
- 65.5%
- Avg. per client
- $981K
- Clients
- 10
- Regulatory AUM
- $20.9M
- AUM share
- 9.7%
- Avg. per client
- $2.09M
- Clients
- 5
- Regulatory AUM
- $4.17M
- AUM share
- 1.9%
- Avg. per client
- $833K
- Clients
- 5
- Regulatory AUM
- $31.7M
- AUM share
- 14.7%
- Avg. per client
- $6.35M
Total
- Clients
- 296
- Regulatory AUM
- $216M
- AUM share
- 100%
- Avg. per client
- $729K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Wedgewood Investors charges 1.00% a year for its Customary annual fee.
Fee details and sources
Daniel Teed owns 75% or more of Wedgewood Investors. The leadership team of Wedgewood Investors includes President Daniel Teed. It has 4 employees, 2 of them in advisory roles.
Leadership
Daniel TeedPresident and CCO
Staff
- 4 employees
- 2 in advisory functions
- Owns 75% or more of Wedgewood Investors Inc
Daniel Teed
Control person · since January 2011
Wedgewood Investors’ regulatory assets went from $211M (March 2021) to $216M (March 2026); clients were 296 in both filings and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $216M | 296 | 4 | 1 |
| March 2025 | $201M | 265 | 4 | 1 |
| March 2024 | $204M | 285 | 4 | 1 |
| April 2023 | $195M | 283 | 4 | 1 |
| March 2022 | $216M | 288 | 4 | 1 |
| March 2021 | $211M | 300 | 4 | 1 |
Besides its headquarters, Wedgewood Investors has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 100 State Street, Suite 506, ErieHQ
Contact and registration details
- Legal name
- Wedgewood Investors Inc
- Headquarters
- 100 State Street, Suite 506, Erie, PA 16507-1466
- Website
- wedgewoodinvestors.com
- Phone
- 814-456-3651
- SEC file
- 801-29144
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Wedgewood Investors has custody of $1.53M in client assets for 64 clients.
At year end, Wedgewood Investors’ separately managed accounts were mostly in stocks (77%) and bonds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $97.4M across 110 positions; the largest are Microsoft Corp. (4.8%), Alphabet Inc. (3.7%) and Erie Indty CO (3.6%).
What the accounts hold
- Stocks77%
- Bonds17%
- Investment grade corporate bonds12%
- State and local bonds5%
- Cash5%
- Other1%
- Certificate of deposit1%
Reported 13F holdings
- $97.4M
- Reported 13F value
- 110
- Positions
- 32.8%
- In the 10 largest
- +11.6%
- Value vs. prior quarter
- Microsoft Corp.4.8%
- Alphabet Inc. · Cap Stk CL C3.7%
- Erie Indty CO · CL A3.6%
- Schwab Strategic TR · US Lrg Cap ETF3.5%
- Apple Inc.3.2%
- Wabtec3.1%
- State Str SPDR S&P 500 ETF T · TR Unit3.0%
- Alphabet Inc. · Cap Stk CL A2.8%
- iShares TR · Core S&P500 ETF2.7%
- Nvidia Corporation2.6%
Together, the ten largest are 32.8% of reported value.
How many clients does Wedgewood Investors have?
Wedgewood Investors has 296 clients and manages $216 million for them, as of March 2026. They include 144 high-net-worth individuals, 132 individual clients, and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Wedgewood Investors offer?
Wedgewood Investors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wedgewood Investors charge?
Wedgewood Investors charges 1.00% a year for its Customary annual fee.
How many financial advisors does Wedgewood Investors have?
Wedgewood Investors has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wedgewood Investors invest in?
At the end of its last fiscal year, Wedgewood Investors’ separately managed accounts held 77% exchange-traded equities, 12% investment grade corporate bonds, 5% state and local bonds, 5% cash and equivalents and 1% other. The 1% other category is described as: Certificate of Deposit.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wedgewood Investors?
Wedgewood Investors’ direct owner is Daniel Teed (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Wedgewood Investors get paid?
Wedgewood Investors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wedgewood Investors?
Wedgewood Investors’ main office is at 100 State Street, Suite 506, Erie, PA 16507-1466. Its phone number is 814-456-3651. Its website is wedgewoodinvestors.com.