Wedmont Private Capital
Firm details
- Headquarters
- West Chester, Pennsylvania
- CRD number
- 305815
- Registered since
- May 19, 2021
- Website
- wedmont.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI99.48%
- Corporations / Businesses0.48%
- Individuals0.03%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wedmont Private Capital is an independent registered investment advisor organized as an LLC. The firm is SEC-registered (2021) and functions as a capital allocator for both individual and family clients as well as institutional investors. Its business model centers on fee-based advisory work under a fixed-fee arrangement and includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and selection of other advisers. Wedmont does not identify as an active ESG investor. Forbes recognized the firm on its Top RIA Firms list in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities35%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 292Active vs passive
$2.6B in ETFs
95%
$2.4B
3%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $407M | 5,824,638 | 15.86% |
Location
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 26 S Church St
- Time zone
- ET (UTC-5)
- Office locations
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