Assets Under Management
$7.7B
Number of Clients
223
Number of Advisors
23
Average Client AUM
$34.3M
AUM per Advisor
$332.7M
Compensation
Fee-Only (AUM)
WEDGE Capital Management offers value-oriented equity and fixed income strategies, including traditional, quantitative, and balanced account management. They utilize proprietary models and can tailor offerings to client-specified guidelines. WEDGE primarily serves institutional investors and high-net-worth individuals, managing accounts on a discretionary basis.
301 South College Street, #3800, Charlotte, NC, 28202-6002