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Gavin Wyatt Graham

Wedge Capital Management LLP

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About Gavin Wyatt Graham

Gavin Wyatt Graham is a financial advisor with Wedge Capital Management LLP. Gavin has been in the financial services industry for over 5 years. Gavin has a Series 65 license for Investment Advisor Representative and has a Series 99TO and SIE. Gavin is registered with the state of North Carolina to provide investment advisory services. The firm specializes in providing portfolio management services for individuals, businesses and pooled investment vehicles.

Firm Information

Gavin Graham is currently registered with Wedge Capital Management LLP. Wedge Capital Management LLP is an investment adviser headquartered in Charlotte, North Carolina. The firm manages a variety of investment portfolios for individuals, businesses, pooled investment vehicles, and institutional clients, including pension and profit-sharing plans, charitable organizations, and state or municipal government entities. They have approximately $7.58 billion in regulatory assets under management. The firm provides portfolio management services and participates in wrap fee programs.
Wedge Capital Management LLP

301 SOUTH COLLEGE STREET

CHARLOTTE, NC 28202-6002

$7.58B

Assets Under Management

1

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gavin Graham’s Registration & Firm History

NC

01/31/2024 - Present

Wedge Capital Management LLP (CHARLOTTE NC)

NC

08/14/2020 - 09/13/2022

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 01/31/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/2020

Series 99TO - Operations Professional Examination

BC

Issued 12/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gavin Wyatt Graham.
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