WALDRON PRIVATE WEALTH, LLC

WALDRON PRIVATE WEALTH
BRIDGEVILLE, Pennsylvania·7 registered advisors·CRD# 131063
SEC# 801-776282412-221-1005
01

Firm Overview

AUM
$4.1B
Regulatory assets under management
Employees
67
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WALDRON PRIVATE WEALTH, LLC

7 registered advisors
Benjamin Michael Greenfeld
BRIDGEVILLE, Pennsylvania
John Joseph Waldron
BRIDGEVILLE, Pennsylvania
Mary Elizabeth Keegan
BRIDGEVILLE, Pennsylvania
Matthew Alan Helfrich
BRIDGEVILLE, Pennsylvania
Michael Edward Krol
BRIDGEVILLE, Pennsylvania
Robert H. Wyche
BRIDGEVILLE, Pennsylvania
Ryan Fortier
BRIDGEVILLE, Pennsylvania
05

Office Locations

BRIDGEVILLE, Pennsylvania
7 advisors

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Data sourced from SEC Form ADV filings. WALDRON PRIVATE WEALTH, LLC (CRD# 131063) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.