WALDRON PRIVATE WEALTH
Latest filing: May 14, 2025 (63 days ago)
AUM
$4,516,982,450
11% change vs. 1 year ago
9% change vs. 3 years ago
80% change vs. 5 years ago
278% change vs. 10 years ago
Employee Count
68
1% change vs. 1 year ago
94% change vs. 3 years ago
143% change vs. 5 years ago
386% change vs. 10 years ago
Main Office
BRIDGEVILLE, PA
44 ABELE ROAD, BRIDGEVILLE, PA, UNITED STATES, 15017
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.3 |
| Non-Discretionary | $0.2 |
| Total | $4.5 |
| Client | AUM |
|---|---|
| Retail | $4.5 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $4.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 150 | $0.1 |
| Average Individual AUM | $381,844 | |
| HNW | 305 | $4.5 |
| Average HNW AUM | $14,596,796 | |
| Retail Total | 455 | $4.5 |
| Average Retail AUM | $9,910,548 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $3.3 |
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.5 |
| Retail SMA AUM | $4.5 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 57% | $2.6 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.1 |
| Municipal | 3% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 29% | $1.3 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.2 |
| Other | 4% | $0.2 |
| Total | 100% | $4.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| WALDRON, JOHN, JOSEPH | TRUSTEE AND BENEFICIARY, CEO, MANAGING MEMBER, AND CHAIRMAN OF THE BOARD OF MANAGERS |
| HELFRICH, MATTHEW, ALAN | MEMBER AND BOARD OF MANAGERS MEMBER |
| GREENFELD, BENJAMIN, MICHAEL | CHIEF INVESTMENT OFFICER, MEMBER AND BOARD OF MANAGERS MEMBER |
| WYCHE, ROBERT, H. | MEMBER AND BOARD OF MANAGERS MEMBER |
| FORTIER, RYAN | MEMBER AND BOARD OF MANAGERS MEMBER |
| KROL, MICHAEL, EDWARD | MEMBER |
| KEEGAN, MARY, ELIZABETH | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
39 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CHASE CONTI | BRIDGEVILLE | PA | S65|2011-08-22 | CERTIFIED FINANCIAL PLANNER | |||||
| JACOB VRANISH | BRIDGEVILLE | PA | CERTIFIED FINANCIAL PLANNER | ||||||
| BENJAMIN GREENFELD | BRIDGEVILLE | PA | S63|2011-09-06|S65|2007-01-11 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN WALDRON | BRIDGEVILLE | PA | S63|1988-08-03|S65|1995-10-17 | ||||||
| MATTHEW HELFRICH | BRIDGEVILLE | PA | S66|2003-10-23 | CERTIFIED FINANCIAL PLANNER | |||||
| KELLY COSTELLO | BRIDGEVILLE | PA | S63|2001-12-19|S65|2007-02-23 | ||||||
| BRENT MEILINGER | BRIDGEVILLE | PA | S65|2023-05-26 | CERTIFIED FINANCIAL PLANNER | |||||
| LINDSAY WILCOX | BRIDGEVILLE | PA | S66|2020-02-07 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| NICHOLAS COLAIZZI | BRIDGEVILLE | PA | S65|2018-07-12 | CERTIFIED FINANCIAL PLANNER | |||||
| PATRICK ELLSWORTH | BRIDGEVILLE | PA | S63|2017-08-23 | CHARTERED FINANCIAL ANALYST | |||||
| ALI SWART | BRIDGEVILLE | PA | S66|2009-12-23 | CERTIFIED FINANCIAL PLANNER | |||||
| KEVIN SEARFOSS | BRIDGEVILLE | PA | S63|1993-07-21|S65|2004-11-24 | CERTIFIED FINANCIAL PLANNER | |||||
| CASEY ROBINSON | BRIDGEVILLE | PA | S63|2009-05-01|S65|2011-06-02 | CERTIFIED FINANCIAL PLANNER | |||||
| RENEE MENDELSSOHN | BRIDGEVILLE | PA | S65|2022-05-03 | ||||||
| KALEIGH PRICE | BRIDGEVILLE | PA | S66|2018-10-05 | CERTIFIED FINANCIAL PLANNER | |||||
| JACK KNAPTON | BRIDGEVILLE | PA | S65|2020-10-31 | CERTIFIED FINANCIAL PLANNER | |||||
| ERIC VOGT | BRIDGEVILLE | PA | S66|2006-11-15 | CERTIFIED FINANCIAL PLANNER | |||||
| WADE RASHILLA | BRIDGEVILLE | PA | S65|2022-09-30 | CHARTERED FINANCIAL ANALYST | |||||
| MARY KEEGAN | BRIDGEVILLE | PA | |||||||
| ROBERT WYCHE | BRIDGEVILLE | PA | S65|2015-07-16 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $4.5 | $0.0 | 0% | 68 | 0 | 0% |
| 2025-04-21 | $4.5 | $0.0 | 0% | 68 | 0 | 0% |
| 2024-04-02 | $4.1 | $0.5 | 11% | 67 | 1 | 1% |
| 2023-04-04 | $3.6 | $0.9 | 27% | 58 | 10 | 17% |
| 2022-04-01 | $4.1 | $0.4 | 9% | 35 | 33 | 94% |
| 2021-04-05 | $3.5 | $1.1 | 31% | 30 | 38 | 127% |
| 2020-04-01 | $2.5 | $2.0 | 80% | 28 | 40 | 143% |
| 2019-04-01 | $1.8 | $2.7 | 146% | 21 | 47 | 224% |
| 2018-04-02 | $1.7 | $2.8 | 168% | 21 | 47 | 224% |
| 2017-04-01 | $1.4 | $3.1 | 219% | 20 | 48 | 240% |
| 2016-04-01 | $1.2 | $3.3 | 271% | 19 | 49 | 258% |
| 2015-04-01 | $1.2 | $3.3 | 278% | 14 | 54 | 386% |
| 2014-04-01 | $1.1 | $3.4 | 311% | 25 | 43 | 172% |
| 2013-04-01 | $0.9 | $3.7 | 431% | 14 | 54 | 386% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, CA-05/23/2019, DC-03/28/2013, FL-02/19/2013, IL-04/18/2023, MA-03/31/2023, MD-03/28/2013, MI-05/01/2018, NC-01/14/2021, NH-07/24/2018, NY-03/28/2013, OH-06/15/2022, PA-02/19/2013, RI-01/30/2024, TX-02/19/2013, VA-03/28/2013, WV-03/28/2013 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV