# Waldron Private Wealth

> 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.

- CRD: 131063
- Filed as: WALDRON PRIVATE WEALTH
- Legal name: Waldron Private Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bridgeville, PA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131063
- AdvisorCensus page: https://advisorcensus.com/firm/waldron-private-wealth-bridgeville-pa-131063

## Quick answers

**How is Waldron Private Wealth compensated?**
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.

**Where is Waldron Private Wealth located?**
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).

**Is Waldron Private Wealth registered with the SEC or a state?**
Waldron Private Wealth is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 131063.

**How much does Waldron Private Wealth manage?**
Waldron Private Wealth reports $5,497,678,268 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (96% discretionary).

**How have Waldron Private Wealth's assets and staff changed since 2021?**
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.

**What types of clients does Waldron Private Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (349); individuals (other than high net worth individuals) (168).

**Which custodians does Waldron Private Wealth use?**
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.

**Does Waldron Private Wealth report any disciplinary disclosures?**
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

**What changed in Waldron Private Wealth's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $5,497,678,268
- Discretionary: $5,260,654,795
- Non-discretionary: $237,023,473

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 168 | $62,353,405 |
| High net worth individuals | 349 | $5,426,096,244 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $9,228,619 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 70 total, 47 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, IL, MA, MD, MI, NC, NV, NY, OH, PA, RI, SC, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Plymouth, MI
- Washington, DC
- Wayne, PA

### Websites listed on Form ADV (Item 1.I)
- waldronprivatewealth.com
- Facebook @WALDRONPW
- Instagram @waldronprivatewealth
- LinkedIn @waldron-private-wealth
- X @WALDRONPW

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,455,593,105 | 30 | March 22, 2021 |
| October 2022 | $4,137,857,410 | 35 | June 15, 2022 |
| October 2023 | $3,569,485,533 | 58 | June 7, 2023 |
| October 2024 | $4,065,965,177 | 67 | March 28, 2024 |
| October 2025 | $4,516,982,450 | 68 | May 14, 2025 |
| October 2026 | $5,497,678,268 | 70 | October 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

### January 2026
- No longer registered or notice-filed in NH.

### December 2025
- Registered or notice-filed in NV, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Waldron Private Wealth (CRD 131063): Form ADV filing data as of October 2026.