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WALDRON PRIVATE WEALTH

WALDRON PRIVATE WEALTH, LLC

CRD 131063 · SEC 801-77628

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44 ABELE ROAD, SUITE 400, BRIDGEVILLE, PA, 15017, United States

Phone

412-221-1005

Fax

412-221-2005

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.50B

Discretionary AUM

$5.26B

Team

70 total employees; 47 advisory reps; 4 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersINSURANCE PLANNING; SUBADVISER FOR PPLI

Client types

TypeClientsAUM
Individuals168$62.4M
High net worth individuals349$5.43B

States served

CA, DC, IL, MD, MA, MI, NV, NY, NC, OH, PA, RI, SC, VA, WV, TX, FL

All web addresses on file

Official SEC filing: View on IAPD