Wedge Capital Management, based in Charlotte, NC, is ranked No. 52 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $8.1B (AccuPoint Solutions)
Years in Business:Â 36 (AccuPoint Solutions)
Accounts Under Management: 258 (AccuPoint Solutions)
Previous appearances on FA 100 List:Â 0
Principals:
Bradley Horstmann, Chief Compliance Officer & General Partner
Chelsea Charette Kelly, Vice President
Contact:
301 S College Street, Suite 3800, Charlotte, NC 28202
(704) 334-6475
