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WESCOTT FINANCIAL ADVISORY GROUP LLC
CRD 105989 · SEC 801-29752
30 SOUTH 17TH STREET, PHILADELPHIA, PA, 19103-4196, United States
Phone
215-979-1619
Fax
215-979-1617
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.16B
Discretionary AUM
$3.18B
Team
48 total employees; 27 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersASSET ALLOCATION, FAMILY OFFICE SOLUTION SERVICES, TRUSTEE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $82.5M |
| High net worth individuals | 581 | $2.91B |
| Pension/profit sharing plans | 4 | $1.05B |
| Charitable organizations | 13 | $108.0M |
| Corporations/business entities | 1 | $840K |
States served
CA, DE, GA, IL, LA, MD, MA, NJ, NY, NC, PA, SC, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD