Wedge Capital Management LLP

Wedge Capital Management LLP (CRD# 106234) is a financial advisory firm headquartered in Charlotte, NC. They manage $7,583,000,000 in 234 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
301 South College Street, #3800, Charlotte, NC 28202
https://www.linkedin.com/company/wedge-capital-management-l-l-p-/about/
By the Numbers
  • Total Assets Under Management
    7,583
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $32,405,983
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, NY

Financial Advisors at Wedge Capital Management LLP
Showing 21 - 23 of 23 top financial advisors.
21
Aaron Koscheski, financial advisor Charlotte NC
Aaron T. Koscheski
CRD#: 6442036
301 South College Street, #3800, Charlotte, NC 28202

Aaron Koscheski (CRD# 6442036) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 3 years of experience in the finance industry.

22
Robert O'dell, financial advisor Charlotte NC
Robert T. O'dell
CRD#: 5187699
301 South College Street, #3800, Charlotte, NC 28202

Robert O'dell (CRD# 5187699) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 17 years of experience in the finance industry.

23
Jonathan Souza, financial advisor Charlotte NC
Jonathan M. Souza
CRD#: 5599314
301 South College Street, #3800, Charlotte, NC 28202

Jonathan Souza (CRD# 5599314) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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