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WALDRON PRIVATE WEALTH
Legal name: WALDRON PRIVATE WEALTH, LLC
CRD 131063File 801-77628
APPROVED
Retail clients
Custody
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.50B
Top 25% of cohort (national)
Discretionary AUM
$5.26B
Non-discretionary $237.0M
Clients
517
4,014 accounts
Employees
70
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 19, 2013
- Principal office
- 44 ABELE ROAD, SUITE 400, BRIDGEVILLE, PA, 15017
- Phone
- 412-221-1005
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.50B
- Discretionary AUM
- $5.26B
- Non-discretionary AUM
- $237.0M
- Discretionary accounts
- 3,524
- Non-discretionary accounts
- 490
- Total accounts
- 4,014
- AUM per client
- $10.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 349 | $5.43B |
| Pension and profit sharing plans | Fewer than 5 | $9.2M |
| Individuals (other than high net worth individuals) | 168 | $62.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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.