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Wesley Scott Stoltz

Wedge Capital Management LLP

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About Wesley Scott Stoltz

Wesley Stoltz is an investment advisor representative registered with Wedge Capital Management LLP in Charlotte, NC. Wesley has been in the industry since 2005. Wesley has a background in financial planning and portfolio management and holds the Series 4, 7, 27, 65, and 66 licenses. Wesley is a Chartered Financial Analyst (CFA). Wedge Capital Management is an investment advisor firm that provides portfolio management services to individuals, corporations, pooled investment vehicles, and charitable organizations.

Firm Information

Wesley Stoltz 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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Wesley Stoltz’s Registration & Firm History

NC

09/16/2008 - Present

Wedge Capital Management LLP (CHARLOTTE NC)

NC

05/04/2006 - 03/04/2008

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

VA

01/01/2005 - 05/02/2006

FIRST CLEARING, LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 09/15/2008

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/17/2006

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/18/2005

Series 4 - Registered Options Principal Examination

BC

Issued 12/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wesley Scott Stoltz.
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