{ "crd_number": 131063, "slug": "waldron-private-wealth-bridgeville-pa-131063", "primary_business_name": "WALDRON PRIVATE WEALTH", "legal_name": "WALDRON PRIVATE WEALTH, LLC", "dbas": [], "city": "Bridgeville", "state": "PA", "country": "United States", "cbsa_code": "38300", "metro": { "cbsa_code": "38300", "common_name": "Pittsburgh", "msa_name": "Pittsburgh, PA", "path": "/advisors/pa/pittsburgh" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2013-02-19", "years_registered": 13, "period": "2026-10-01", "filing_date": "2026-10-01", "carried_forward": false, "raum_total": 5497678268.0, "raum_discretionary": 5260654795.0, "raum_non_discretionary": 237023473.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 70, "advisory_employees": 47, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": 62353405.0, "count": 168 }, "pension_profit_sharing": { "raum": 9228619.0, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 5426096244.0, "count": 349 } }, "compensation_types": [ "commissions", "fixed", "hourly", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "financial_planning", "other", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "DC", "FL", "IL", "MA", "MD", "MI", "NC", "NV", "NY", "OH", "PA", "RI", "SC", "TX", "VA", "WV" ], "websites": [ "https://facebook.com/WALDRONPW", "https://instagram.com/waldronprivatewealth?hl=en", "https://linkedin.com/company/waldron-private-wealth?viewAsMember_truwww.linkedin.com=", "https://twitter.com/WALDRONPW", "https://waldronprivatewealth.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131063", "city_as_filed": "BRIDGEVILLE", "url": "https://advisorcensus.com/firm/waldron-private-wealth-bridgeville-pa-131063", "display_name": "Waldron Private Wealth", "summary": "Waldron Private Wealth is an SEC-registered investment advisory firm in Bridgeville, PA, registered since 2013, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.", "citation": "AdvisorCensus. Waldron Private Wealth (CRD 131063): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Commissions", "Performance-based fees" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Selection of other advisers (including private fund managers)", "Other" ], "quick_answers": [ { "q": "How is Waldron Private Wealth compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Waldron Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Waldron Private Wealth located?", "a": "Waldron Private Wealth's principal office is in Bridgeville, PA, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)." }, { "q": "Is Waldron Private Wealth registered with the SEC or a state?", "a": "Waldron Private Wealth is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 131063." }, { "q": "How much does Waldron Private Wealth manage?", "a": "Waldron Private Wealth reports $5,497,678,268 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (96% discretionary)." }, { "q": "How have Waldron Private Wealth's assets and staff changed since 2021?", "a": "In the Form ADV data for Waldron Private Wealth: Regulatory assets under management: $3,455,593,105 in the October 2021 data and $5,497,678,268 in the October 2026 data, up 59%. Total employees: 30 in October 2021 and 70 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Waldron Private Wealth serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (349); individuals (other than high net worth individuals) (168)." }, { "q": "Which custodians does Waldron Private Wealth use?", "a": "Waldron Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Waldron Private Wealth report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131063" }, { "q": "What changed in Waldron Private Wealth's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 41 to 47. Regulatory assets under management went from $4,516,982,450 to $5,497,678,268 (+22%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3455593105.0, "total_employees": 30, "filing_date": "2021-03-22" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4137857410.0, "total_employees": 35, "filing_date": "2022-06-15" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3569485533.0, "total_employees": 58, "filing_date": "2023-06-07" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4065965177.0, "total_employees": 67, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4516982450.0, "total_employees": 68, "filing_date": "2025-05-14" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5497678268.0, "total_employees": 70, "filing_date": "2026-10-01" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 41 to 47.", "Regulatory assets under management went from $4,516,982,450 to $5,497,678,268 (+22%)." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in NH." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Registered or notice-filed in NV, SC." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/waldron-private-wealth-bridgeville-pa-131063.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 168, "fewer_than_5": false, "raum": 62353405.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 349, "fewer_than_5": false, "raum": 5426096244.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": 9228619.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131063", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }