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Richard Arthur Wells

Wedge Capital Management LLP

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About Richard Arthur Wells

Richard Arthur Wells is an investment advisor representative at Wedge Capital Management LLP, a firm that provides investment advisory services to various clients, including individuals, corporations, and charitable organizations. Richard Arthur Wells is registered in North Carolina. The firm has offices in Charlotte. Richard Arthur Wells has more than 30 years of experience in the securities industry and is committed to providing clients with comprehensive and personalized investment advice.

Firm Information

Richard Wells 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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Richard Wells’s Registration & Firm History

NC

12/01/2015 - Present

Wedge Capital Management LLP (CHARLOTTE NC)

NJ

01/04/1988 - 04/02/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NA

05/21/1987 - 11/14/1987

SALOMON BROTHERS INC.

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Licenses & Designations

IA

Issued 09/26/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Arthur Wells.
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