RIA Intelligence

WEDGEWOOD ASSET MANAGEMENT, LLC

CRD #312054 SEC #801-124744 REDONDO BEACH, CA 310-760-4010
SEC Registered Private Funds
Total AUM
$210.1M
Discretionary
$210.1M
Employees
3
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CURTIS, EVAN, L.IDIRECTORNA Control
CURTIS, EVAN, L.IDIRECTORNA Control
GEISER, HANNAHIDIRECTORNA Control
GEISER, HANNAHIDIRECTORNA Control
GEISER, HANNAHIDIRECTORNA Control
GEISER, HANNAHIDIRECTORNA Control
GEISER, HANNAH, DODSONIDIRECTORNA Control
GEISER, HANNAH, DODSONIDIRECTORNA Control
JONES, KATHRYN, LYNNICHIEF COMPLIANCE OFFICERNA Control
JONES, KATHRYN, LYNNICHIEF COMPLIANCE OFFICERNA Control
JONES, KATHRYN, LYNNICHIEF COMPLIANCE OFFICERNA Control
JONES, KATHRYN, LYNNICHIEF COMPLIANCE OFFICERNA Control
THOMA-ISGUR, SHOSHANA, LORRAINEICHIEF COMPLIANCE OFFICERNA Control
WONG, LIN, NAICHIEF COMPLIANCE OFFICERNA Control
WONG, LIN, NAICHIEF COMPLIANCE OFFICERNA Control
WONG, LIN, NAICHIEF COMPLIANCE OFFICERNA Control
WEDGEWOOD, LLCDEMANAGING MEMBERE Control
WEDGEWOOD, LLCDEMANAGING MEMBERE Control
WEDGEWOOD, LLCDEMANAGING MEMBERE Control
WEDGEWOOD, LLCDEMANAGING MEMBERE Control
WEDGEWOOD, LLCDEMANAGING MEMBERE Control
WEDGEWOOD, LLCDEMANAGING MEMBERE Control
WEDGEWOOD, LLCDEMANAGING MEMBERE Control
WEDGEWOOD, LLCDEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Geiser, Kelly Anna, KatherineIGREGORY GEISER 2015 DELAWARE TRUSTF Control
Geiser, Kelly Anna, KatherineINANCY GEISER 2015 DELAWARE TRUSTF Control
Geiser, Kelly Anna, KatherineIGREGORY GEISER 2015 DELAWARE TRUSTF Control
Geiser, Kelly Anna, KatherineINANCY GEISER 2015 DELAWARE TRUSTF Control
Geiser, Kelly Anna, KatherineIGREGORY GEISER 2015 DELAWARE TRUSTF Control
Geiser, Kelly Anna, KatherineINANCY GEISER 2015 DELAWARE TRUSTF Control
Geiser, Kelly Anna, KatherineIGREGORY GEISER 2015 DELAWARE TRUSTF Control
Geiser, Kelly Anna, KatherineINANCY GEISER 2015 DELAWARE TRUSTF Control
GREGORY GEISER 2015 DELAWARE TRUSTDEGH INVESTORSD Control
GREGORY GEISER 2015 DELAWARE TRUSTDEGH INVESTORSD Control
GREGORY GEISER 2015 DELAWARE TRUSTDEGH INVESTORSD Control
GREGORY GEISER 2015 DELAWARE TRUSTDEGH INVESTORSD Control
NANCY GEISER 2015 DELAWARE TRUSTDEGH INVESTORSD Control
NANCY GEISER 2015 DELAWARE TRUSTDEGH INVESTORSD Control
NANCY GEISER 2015 DELAWARE TRUSTDEGH INVESTORSD Control
NANCY GEISER 2015 DELAWARE TRUSTDEGH INVESTORSD Control
GH INVESTORSDEWEDGEWOOD, LLCC Control
GH INVESTORSDEWEDGEWOOD, LLCC Control
GH INVESTORSDEWEDGEWOOD, LLCC Control
GH INVESTORSDEWEDGEWOOD, LLCC Control

Registrations

Federal

IA
Aug 25, 2025 REGISTERED

Notice Filings (1)

CA

Address

2015 MANHATTAN BEACH BLVD
SUITE 220
REDONDO BEACH, CA 90278
United States
Phone: 310-760-4010