Accelerate Your Success

Leading with experience, stability, and innovation, Wedbush is dedicated to securing your interests, strengthening your vision, and maximizing your financial success.

Asset Management

Wedbush Asset Management provides traditional Asset Management capabilities in addition to a robust state-of-the-art wealth management platform for our Advisors. This platform enables Advisors to customize solutions for clients, while achieving scalable growth. We provide the support you need to maximize your fee-based asset management structure in addition to providing the tools to manage your accounts efficiently across multiple disciplines; including access to internal, external, and alternative money managers.

Within our recognized and innovative technology and asset management platform, we also provide Wedbush Advisors the necessary access to all wealth management resources with an extensive range of capabilities. These include financial and retirement planning tools, trust and estate planning services, personal and corporate lending facilities, and numerous other resources. Our value-added advisory services and unique best-in-class product offerings with multiple asset management strategies are provided through joint ventures and recognized leadership in Private and Public Equity Funds, Hedge Funds, Partnerships and Alternative Strategies.

We continuously look to expand our wealth management services to support your ability to meet and exceed your clients’ expectations and objectives.

Products and services include:

  • Unique, proprietary asset allocation models and strategies
  • Access to independent external managers and strategies
  • Alternative Investments
  • Research & Market commentary
  • Asset manager review and due-diligence
  • Asset Management - Training and Educational support
  • In-depth portfolio analysis and review
  • Portfolio construction & allocation support
  • Individual strategy modeling, creation and tracking
  • Overlay management & trading support

To visit the Wedbush Asset Management website, click here.

To locate a Wedbush Advisor, click here.