WALDRON PRIVATE WEALTH

44 Abele Road
Suite 400
Bridgeville, Pennsylvania 15017
Tel: 412-221-1005

About WALDRON PRIVATE WEALTH

WALDRON PRIVATE WEALTH, formally registered with the SEC as WALDRON PRIVATE WEALTH. The firm was established in 02/19/2013. They have over 3 offices throughout the country.

WALDRON PRIVATE WEALTH is a Bridgeville, Pennsylvania based Financial Planning firm with nearly $4,065,965,177 assets under management, offering retirement planning & investment advisory services to 3017 clients. The firm is staffed with 67 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131063
SEC#	801-77628
Assets Managed by Firm	$4,065,965,177
No. of Clients	3017
No. of Advisors	67

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (INSURANCE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	3017	$4,065,965,177
Individuals (other than high net worth individuals)	116	$43,128,171
High net worth individuals	279	$4,015,904,778
Pension and profit sharing plans	Fewer than 5 clients	$6,932,228

More Retirement Planning firms in Bridgeville, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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