Wedge Capital Management, based in Charlotte, North Carolina, is ranked No. 48 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $7.5B (AccuPoint Solutions)
Years in Business:Â 37 (AccuPoint Solutions)
Accounts Under Management: 234 (AccuPoint Solutions)
Previous appearances on FA 100 List:Â 1 (No. 52 in 2023)
Principals:
Bradley Horstmann, Chief Compliance Officer & General Partner
Chelsea Charette Kelly, Vice President
David Lytle, Partner & Chief Investment Officer of Investment Advisory Services
Contact:
301 S College Street, Suite 3800, Charlotte, NC 28202
(704) 334-6475
