Waldron Private Wealth

RIASEC Registered

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 structured as a limited liability company that serves individual and family clients. The firm is SEC-registered (2013) and positions itself as a capital allocator that combines financial planning, discretionary portfolio management and selection of third‑party managers. Its advisory work spans separate account management for individuals and small businesses, oversight of pooled investment vehicles, and insurance and other financial product distribution. Fee arrangements are flexible and include percentage‑of‑AUM, hourly and fixed fees, commissions and performance‑based fees. The firm identifies as an active ESG investor and maintains industry roles that include acting as an insurance sponsor and as a general partner / managing member for pooled vehicles. Waldron has received multiple industry recognitions, including placements on Barron’s Top 100 RIA lists (2021, 2022), Financial Times Top 300 RIA (2020), Citywire’s 50 Growers Across America (2022), and listings from Forbes in 2023 and 2024.