# Wedbush Wealth Management

Wedbush Wealth Management is a Multi Family Office based in Los Angeles, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Founded:** 1955
- **Assets under management:** 5.7B (Altss estimate)
- **Website:** wedbush.com
- **LinkedIn:** https://www.linkedin.com/company/wedbush

## Regulatory record

- **CRD number:** 312590
- **SEC file number:** 802-122169
- **Registration status:** Registered
- **Latest Form ADV filing:** 2025-06-30T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312590

## About

Wedbush Wealth Management was established in 1955 by Edward W. Wedbush. His securities brokerage expanded into a broader financial platform whose wealth now supports the multi-family office. Eric Wedbush and Gary Wedbush, his sons, hold senior roles overseeing securities and capital operations. The office allocates across private equity, hedge funds, and commodities. It also maintains exposure to AI/ML and AgriTech & FoodTech. Confirmed holdings include Velocity Trade and Passport Food Group. The firm executes through direct ownership, limited partner commitments, and co-investments. Geographic reach covers North America, Europe, and Asia. Assets total 5.7 billion dollars. The team operates from Los Angeles with additional sites in Pasadena and Manhattan Beach. Adjacent vehicles include the WedbushCares Fund, established in 2020 for education-focused giving, and the W. Sherman Winseman Foundation. October 2025: Templum began powering private markets platforms for the Alpha One Global Family Office subsidiary. Wedbush maintains a prime brokerage platform that serves emerging and mid-sized managers. This structure creates recurring relationships with external funds while the family retains control over direct holdings and operating businesses such as Velocity Trade.

## Sectors

- Private Equity
- Hedge Funds
- AI/ML
- AgriTech & FoodTech

## People

- Eric Wedbush — Chairman of Wedbush Securities and President/CEO of Wedbush Capital
- Gary Wedbush — President and CEO of Wedbush Securities

## Questions

### Who runs investment decisions at Wedbush Wealth Management?

Eric Wedbush serves as Chairman of Wedbush Securities and President/CEO of Wedbush Capital. Gary Wedbush serves as President and CEO of Wedbush Securities. Both oversee capital allocation and platform strategy.

### Does Wedbush Wealth Management participate in fund commitments or only direct deals?

The firm uses both approaches. It holds limited partner positions in private equity and hedge funds while maintaining direct ownership in operating companies such as Velocity Trade and Passport Food Group.

### What investment stages does Wedbush Wealth Management typically target?

The office targets emerging and mid-sized managers through its prime brokerage platform. It also holds positions across growth-stage technology companies and established operating businesses.

### Which sectors does Wedbush Wealth Management explicitly focus on?

Confirmed focuses include Private Equity, Hedge Funds, AI/ML, AgriTech & FoodTech, and RegTech. The firm also maintains exposure to commodities and digital assets.

## Related profiles

- [Sagard](https://altss.com/profile/sagard)
- [Trinity Health](https://altss.com/profile/trinity-health)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wedbush-wealth-management

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