About Us

Our story.

Wedbush Fund Advisers launched in 2024 to build on Wedbush's 70 year legacy of market insight, innovation, and client trust.

Our Story Mission & Values Leadership Team News & Announcements

Built on history.
Driven by innovation.

Wedbush Fund Advisers launched in 2024 to build on the remarkable 70 year legacy that Wedbush Securities has established across financial services, a tradition defined by rigorous research, deep market expertise, and an enduring commitment to client success. From day one, our goal has been to translate that institutional grade knowledge into investment strategies that are accessible, transparent, and built for the modern investor.

Our mission is to design forward thinking investment strategies that reflect the evolving nature of markets and investor priorities. With a sharp focus on the structural themes shaping today's global economy, from the artificial intelligence revolution to transformational leadership in U.S. equities, we aim to deliver ETF solutions that are relevant, differentiated, and rooted in real world insight rather than exclusively passive market exposure.

Backed by a seasoned leadership team with decades of combined experience across asset management and capital markets, we are building a trusted platform that carries Wedbush's tradition of excellence into the next era of investment innovation, one high conviction strategy at a time.

Tradition meets innovation.

Our mission is to provide unparalleled investment products and services, grounded in a tradition of excellence and forward looking innovation. We prioritize integrity, delivering strategies that are as rigorous in their construction as they are relevant to the world investors face today.

Unparalleled Investment Products
We design strategies that stand apart, differentiated by research, conviction, and purpose.
A Tradition of Excellence
Seventy years of Wedbush expertise inform every fund we build and every decision we make.
Forward Looking Innovation
We look where markets are going, not where they have been, building for tomorrow's opportunities.
Integrity in Every Decision
Transparency and accountability are not features, they are foundational to everything we do.
Client Success Above All
Every strategy, product, and decision is ultimately measured by one standard: the outcomes we deliver for investors.

The team.

Our Wedbush Funds leadership team brings decades of combined experience across asset management and capital markets, united by a passion for innovation and a commitment to ensuring our offerings align with the evolving needs of investors.
Matthew Bromberg
Matthew Bromberg
Chief Operating Officer & General Counsel
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Cullen Rogers
Cullen Rogers
Chief Investment Officer
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Alex Gordon
Alex Gordon
Senior Vice President, Distribution and Strategy
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Melissa Beuther
Melissa Beuther
Assistant Vice President, ETF Governance and Operations
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Daniel Billings
Daniel Billings
Chief Financial Officer
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Erin Preston
Erin Preston
Chief Compliance Officer
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News & announcements.