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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

WEDGEWOOD ASSET MANAGEMENT, LLC

CRD 312054

REDONDO BEACH, CA

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:82c9d539-e64d-dcca-c182-f972e52f5975

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 2
Observed: Mar 25, 2022 to Mar 26, 2026
9 observations

Across DFX

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

Private Equityidentity

Wedgewood Asset Management, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Wedgewood Asset Management, LLC

Capital provider to sponsors · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $175MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $175M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $175M
SEC number: 801-124744
CRD: 312054
Filings on the tape: 9
First filed: Mar 25, 2022
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PRIMROSE PREFERRED EQUITY FUND, LLC	Private Equity Fund	$96.6M	Mar 27, 2024	28	Mar 25, 2022	reported	021-411373
RIVERHAWK FUNDING III, LLC	Other Private Fund	$91.3M	Mar 27, 2024	65	Mar 25, 2022	reported	021-406596

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
GEISER, HANNAH	Director	Na	yes	01/2023	Feb 27, 2023	Mar 27, 2024
Geiser, Kelly Anna, Katherine	Trustee	F	yes	10/2015	Feb 27, 2023	Mar 27, 2024
Geiser, Kelly Anna, Katherine	Trustee	F	yes	10/2015	Feb 27, 2023	Mar 27, 2024
GH INVESTORS	Member	C	yes	10/2015	Feb 27, 2023	Mar 27, 2024
GREGORY GEISER 2015 DELAWARE TRUST	Trustee	D	yes	10/2015	Feb 27, 2023	Mar 27, 2024
NANCY GEISER 2015 DELAWARE TRUST	Trustee	D	yes	10/2015	Feb 27, 2023	Mar 27, 2024
WEDGEWOOD, LLC	MANAGING MEMBER	E	yes	11/2020	Mar 25, 2022	Mar 27, 2024
WONG, LIN, NA	CHIEF COMPLIANCE OFFICER	Na	yes	10/2023	Nov 21, 2023	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WEDGEWOOD HOMES REALTY	n/a	n/a	n/a	N	yes	n/a
WEDGEWOOD HOMES REALTY - TX, LLC	n/a	n/a	n/a	N	yes	n/a
WEDGEWOOD HOMES REALTY II, LLC	n/a	n/a	n/a	N	yes	n/a
WEDGEWOOD HOMES REALTY III, LLC	n/a	n/a	n/a	N	yes	n/a
WEDGEWOOD HOMES REALTY, LLC	n/a	n/a	n/a	N	yes	n/a

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	Private funds	Fund GAV
2025	Mar 26, 2026	$175M	$175M	3	1	2	n/a
2024	Mar 21, 2025	$210M	$210M	3	1	2	n/a
2023	Mar 27, 2024	$188M	$188M	4	1	2	$188M
2022	Feb 27, 2023	$188M	$188M	3	1	2	$188M

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	$175M	$210M	-16.9%	$188M	-2.5%	3	3	0	0

Relationships

Advises (2)

→ RIVERHAWK FUNDING III, LLCPrivate fundOther Private Fund, IA
Mar 25, 2022 to presentfactForm ADV
→ PRIMROSE PREFERRED EQUITY FUND, LLCPrivate fundPrivate Equity Fund, IA
Mar 25, 2022 to presentfactForm ADV

Controls (7)

← GEISER, HANNAHOwnerDIRECTOR, ownership code NA, individual
Feb 27, 2023 to Mar 27, 2024factForm ADV
← Geiser, Kelly Anna, KatherineOwnerTRUSTEE, ownership code F, individual
Feb 27, 2023 to Mar 27, 2024factForm ADV
← WONG, LIN, NAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 21, 2023 to Mar 27, 2024factForm ADV
← GH INVESTORSOwnerMEMBER, ownership code C, domestic entity
Feb 27, 2023 to Mar 27, 2024factForm ADV
← GREGORY GEISER 2015 DELAWARE TRUSTOwnerTRUSTEE, ownership code D, domestic entity
Feb 27, 2023 to Mar 27, 2024factForm ADV
← NANCY GEISER 2015 DELAWARE TRUSTOwnerTRUSTEE, ownership code D, domestic entity
Feb 27, 2023 to Mar 27, 2024factForm ADV
← WEDGEWOOD, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 25, 2022 to Mar 27, 2024factForm ADV

Dated events

Occurred
Nov 21, 2023
Control person left
Lynn Kathryn Jones (Chief Compliance Officer) no longer on Schedule A of Wedgewood Asset Management, Llc (listed 2023-10-25, absent 2023-11-21)
Form ADVobserved 6 days ago
Occurred
Nov 21, 2023
Control person joined
Na Lin Wong (Chief Compliance Officer) appeared on Schedule A of Wedgewood Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Feb 27, 2023
Control person left
L. Evan Curtis (Director) no longer on Schedule A of Wedgewood Asset Management, Llc (listed 2022-05-02, absent 2023-02-27)
Form ADVobserved 6 days ago
Occurred
Feb 27, 2023
Control person joined
Hannah Geiser (Director) appeared on Schedule A of Wedgewood Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Feb 27, 2023
Control person joined
Katherine Kelly Anna Geiser (Trustee) appeared on Schedule A of Wedgewood Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Mar 25, 2022
First Form ADV filing
Wedgewood Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:82c9d539-e64d-dcca-c182-f972e52f5975
First observed: Mar 25, 2022
Last observed: Mar 26, 2026 5 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 ASSET MANAGEMENT, LLC

CRD 312054

REDONDO BEACH, CA

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:82c9d539-e64d-dcca-c182-f972e52f5975

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PRIMROSE PREFERRED EQUITY FUND, LLC

Private Equity Fund

$96.6M

Mar 27, 2024

Mar 25, 2022

reported

021-411373

RIVERHAWK FUNDING III, LLC

Other Private Fund

$91.3M

Mar 27, 2024

Mar 25, 2022

reported

021-406596

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GEISER, HANNAH

Director

yes

01/2023

Feb 27, 2023

Mar 27, 2024

Geiser, Kelly Anna, Katherine

Trustee

yes

10/2015

Feb 27, 2023

Mar 27, 2024

Geiser, Kelly Anna, Katherine

Trustee

yes

10/2015

Feb 27, 2023

Mar 27, 2024

GH INVESTORS

Member

yes

10/2015

Feb 27, 2023

Mar 27, 2024

GREGORY GEISER 2015 DELAWARE TRUST

Trustee

yes

10/2015

Feb 27, 2023

Mar 27, 2024

NANCY GEISER 2015 DELAWARE TRUST

Trustee

yes

10/2015

Feb 27, 2023

Mar 27, 2024

WEDGEWOOD, LLC

MANAGING MEMBER

yes

11/2020

Mar 25, 2022

Mar 27, 2024

WONG, LIN, NA

CHIEF COMPLIANCE OFFICER

yes

10/2023

Nov 21, 2023

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WEDGEWOOD HOMES REALTY

n/a

yes

n/a

WEDGEWOOD HOMES REALTY - TX, LLC

n/a

yes

n/a

WEDGEWOOD HOMES REALTY II, LLC

n/a

yes

n/a

WEDGEWOOD HOMES REALTY III, LLC

n/a

yes

n/a

WEDGEWOOD HOMES REALTY, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$175M

n/a

2024

Mar 21, 2025

$210M

n/a

2023

Mar 27, 2024

$188M

2022

Feb 27, 2023

$188M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$175M

$210M

-16.9%

$188M

-2.5%