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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEDGEWOOD INVESTORS INC

CRD 104834

ERIE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:25f1c30c-3670-42e5-3f4c-66108fe10e17

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Mar 23, 2012 to Mar 24, 2026
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Wedgewood Investors Inc /PA/

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.74 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $216MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $214M
Private client RAUM: $159MderivedItem 5.D individuals plus high net worth individuals
Private client share: 74%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 296
Individual clients: 132
High net worth clients: 144
Custody, client assets: $1.5M
SEC number: 801-29144
CRD: 104834
Filings on the tape: 16
First filed: Mar 23, 2012
Latest filed: Mar 24, 2026
Organised: Corporation, PA
Website: wedgewoodinvestors.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TEED, DANIEL, JOSEPH	PRESIDENT AND CCO	E	yes	01/2011	Mar 23, 2012	Mar 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$216M	$214M	4	2	0	n/a	n/a
2024	Mar 26, 2025	$201M	$200M	4	2	0	n/a	n/a
2023	Mar 22, 2024	$204M	$203M	4	2	0	n/a	n/a
2022	Apr 6, 2023	$195M	$194M	4	2	0	n/a	n/a
2021	Mar 31, 2022	$216M	$215M	4	2	0	n/a	n/a
2020	Mar 29, 2021	$211M	$210M	4	2	0	n/a	n/a
2019	Mar 24, 2020	$197M	$197M	2	2	0	n/a	n/a
2018	Mar 22, 2019	$181M	$181M	4	2	0	n/a	n/a
2017	Mar 28, 2018	$202M	$202M	4	2	0	n/a	n/a
2016	Mar 22, 2017	$184M	$184M	4	1	n/a	n/a	n/a
2015	Mar 21, 2016	$169M	$169M	3	1	n/a	n/a	n/a
2014	Mar 26, 2015	$174M	$174M	3	1	n/a	n/a	n/a
2013	Mar 13, 2014	$151M	$151M	3	1	n/a	n/a	n/a
2012	Mar 22, 2013	$125M	$125M	3	1	n/a	n/a	n/a
2011	Mar 23, 2012	$112M	$112M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$216M	$201M	7.2%	$195M	3.4%	4	4	0	0

Relationships

Controls (1)

← TEED, DANIEL, JOSEPHOwnerPRESIDENT AND CCO, ownership code E, individual
Mar 23, 2012 to Mar 22, 2024factForm ADV

Registered with (1)

← MICHAEL WILLIAM BISHOPAdvisorregistration: previous registration
Feb 5, 2002 to Dec 2, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:25f1c30c-3670-42e5-3f4c-66108fe10e17
First observed: Mar 23, 2012
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEDGEWOOD INVESTORS INC

CRD 104834

ERIE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:25f1c30c-3670-42e5-3f4c-66108fe10e17

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:28 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TEED, DANIEL, JOSEPH

PRESIDENT AND CCO

yes

01/2011

Mar 23, 2012

Mar 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$216M

$214M

n/a

2024

Mar 26, 2025

$201M

$200M

n/a

2023

Mar 22, 2024

$204M

$203M

n/a

2022

Apr 6, 2023

$195M

$194M

n/a

2021

Mar 31, 2022

$216M

$215M

n/a

2020

Mar 29, 2021

$211M

$210M

n/a

2019

Mar 24, 2020

$197M

n/a

2018

Mar 22, 2019

$181M

n/a

2017

Mar 28, 2018

$202M

n/a

2016

Mar 22, 2017

$184M

n/a

2015

Mar 21, 2016

$169M

n/a

2014

Mar 26, 2015

$174M

n/a

2013

Mar 13, 2014

$151M

n/a

2012

Mar 22, 2013

$125M

n/a

2011

Mar 23, 2012

$112M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$216M

$201M

7.2%

$195M

3.4%