Wedgewood Investors Inc
- Regulatory AUM
- $216M
- Discretionary
- $214M
- Clients
- 296
- Avg AUM / client
- $729K
- Accounts
- 296
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 132 | $17.7M | 8.22% |
| High net worth individuals | 144 | $141M | 65.5% |
| Pension and profit sharing plans | 10 | $20.9M | 9.7% |
| Charitable organizations | 5 | $4.2M | 1.93% |
| Corporations and other businesses | 5 | $31.7M | 14.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mcgill, Power, Bell & Associates, Llp 401(k) And Profit Sharing Plan Mcgill, Power, Bell & Associates, Llp | 2024 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Teed, Daniel, Joseph | President And Cco | Jan 2011 (16y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mcgill, Power, Bell & Associates, Llp 401(k) And Profit Sharing Plan | Mcgill, Power, Bell & Associates, Llp | 117 | $11.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 853 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗