Waldron Private Wealth
Bridgeville, PA·SEC-registered · CRD #131063
Waldron Private Wealth is an SEC-registered investment advisory firm in Bridgeville, PA managing $5.5B across 4.5k client accounts, with 47 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.5B
Client accounts
4.5k
Advisory staff
47
Fee model
Fee-based
How Waldron Private Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Waldron Private Wealth
How much does Waldron Private Wealth manage?
Per its most recent SEC Form ADV filing (03/31/2026), Waldron Private Wealth reports $5.5B in regulatory assets under management across roughly 4.5k client accounts.
How does Waldron Private Wealth charge?
Waldron Private Wealth is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Waldron Private Wealth a fiduciary?
Yes. Waldron Private Wealth is registered with the U.S. Securities and Exchange Commission (CRD #131063), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Waldron Private Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Waldron Private Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Waldron Private Wealth's public SEC Form ADV filing (CRD #131063, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Waldron Private Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Waldron Private Wealth? Claim this profile.