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 RIA organized as an LLC that provides wealth management and financial planning primarily for individual and family clients. The firm is SEC registered (registration year 2013) and serves as a capital allocator and investment manager across discretionary and non‑discretionary mandates. Its advisory services include comprehensive financial planning, portfolio management for individuals and pooled vehicles, and the selection of third‑party managers. Waldron also conducts insurance brokerage and other financial product sales and can act as sponsor or general partner for pooled vehicles. The firm charges a mix of fee types (percentage of AUM, hourly, fixed fees, commissions and performance fees), and it identifies as an active ESG investor. Waldron has been regularly noted on industry lists, including placements in Financial Times, Barron’s, Citywire and Forbes rankings between 2020 and 2024.