26 South Church Street
Suite 1a
West Chester, Pennsylvania 19382
Tel: 6108858200
WEDMONT PRIVATE CAPITAL, formally registered with the SEC as WEDMONT PRIVATE CAPITAL. The firm was established in 05/19/2021. They have over 4 offices throughout the country.
WEDMONT PRIVATE CAPITAL is a West Chester, Pennsylvania based Financial Planning firm with nearly $2,370,836,249 assets under management, offering retirement planning & investment advisory services to 2017 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 305815 |
SEC# | 801-121179 |
Assets Managed by Firm | $2,370,836,249 |
No. of Clients | 2017 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2017 | $2,370,836,249 |
Individuals (other than high net worth individuals) | 6 | $1,309,054 |
High net worth individuals | 382 | $2,358,816,606 |
Charitable organizations | 1 | $584,815 |
Corporations or other businesses | 2 | $10,125,774 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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