Waldron Private Wealth

RIASEC RegisteredEst. 2013

Total AUM

$5.5B

Discretionary

$5.3B

96% of AUM

Avg account

$1.4M

Accounts

4,014

Employees

Advisory reps

Firm details

Headquarters: Bridgeville, Pennsylvania
CRD number: 131063
Registered since: February 19, 2013
Website: www.waldronprivatewealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Performance Based Fees
Client types: HNWI98.7%
Individuals1.13%
Pension & Profit Sharing Plans0.17%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Waldron Private Wealth is an independent registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves individual and family clients with a mix of financial planning, portfolio management for individuals/small businesses and pooled vehicles, and selection of outside advisers. It operates as a capital allocator and offers multiple fee arrangements, including percentage-of-AUM, hourly and fixed charges, commissions, and performance-based fees. The firm also conducts insurance brokerage and other financial-product sales as part of its service set. Waldron reports being an active ESG investor and has industry roles that include acting as an insurance company sponsor and serving as a general partner/managing member for pooled investment vehicles. The firm has received several industry recognitions: Financial Times Top 300 RIA Firms (2020); Barron’s Top 100 RIA Firms (2021 and 2022); Citywire’s 50 Growers Across America (2022); and appearances on Forbes’ RIA lists in 2023 and 2024.