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WESCOTT FINANCIAL ADVISORY GROUP LLC
CRD 105989File 801-29752
APPROVED
Retail clients
Custody
Filing as of Apr 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.16B
Top 25% of cohort (national)
Discretionary AUM
$3.18B
Non-discretionary $973.9M
Clients
787
3,365 accounts
Employees
48
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 11, 1987
- Principal office
- 30 SOUTH 17TH STREET, PHILADELPHIA, PA, 19103-4196
- Phone
- 215-979-1619
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.16B
- Discretionary AUM
- $3.18B
- Non-discretionary AUM
- $973.9M
- Discretionary accounts
- 3,186
- Non-discretionary accounts
- 179
- Total accounts
- 3,365
- AUM per client
- $5.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $840K |
| Charitable organizations | 13 | $108.0M |
| High net worth individuals | 581 | $2.91B |
| Pension and profit sharing plans | 4 | $1.05B |
| Individuals (other than high net worth individuals) | 188 | $82.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.