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WEDMONT PRIVATE CAPITAL

WEDMONT PRIVATE CAPITAL, LLC

CRD 305815 · SEC 801-121179

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26 SOUTH CHURCH STREET, SUITE 1A, WEST CHESTER, PA, 19382, United States

Phone

(610) 885-8200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.44B

Discretionary AUM

$3.43B

Team

14 total employees; 12 advisory reps; 1 broker-dealer reps

Clients

251-500

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals5$929K
High net worth individuals491$3.42B
Charitable organizations1$671K
Corporations/business entities1$16.3M

States served

AZ, CA, CO, DE, GA, IL, IN, LA, ME, MD, MA, MI, MN, NJ, NY, NC, OH, PA, TN, VA, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD