National Retirement Planning Experts

National Coverage
Local Professionals

WEDMONT PRIVATE CAPITAL

26 South Church Street
Suite 1a
West Chester, Pennsylvania 19382
Tel: 6108858200

Need a Financial Advisor?
Compare Vetted Advisors

About WEDMONT PRIVATE CAPITAL

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.

Firm Information

SEC Current StatusApproved
Firm CRD#305815
SEC#801-121179
Assets Managed by Firm$2,370,836,249
No. of Clients2017
No. of Advisors6

Fee Structure

  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2017$2,370,836,249
Individuals (other than high net worth individuals)6$1,309,054
High net worth individuals382$2,358,816,606
Charitable organizations1$584,815
Corporations or other businesses2$10,125,774

More Retirement Planning firms in West Chester, Pennsylvania:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VANGUARD GROUP INC
100 Vanguard Blvd, V26
Malvern, PA, 19355
$7,909,760,294,676209980
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue
Pittsburgh, PA, 15222-3779
$501,645,588,24580101
VANGUARD GLOBAL ADVISERS, LLC
100 Vanguard Boulevard
Malvern, PA, 19355
$432,749,681,046153262
VANGUARD ADVISERS, INC.
100 Vanguard Blvd
Malvern, PA, 19355
$333,066,527,2688044622107
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive
Oaks, PA, 19456
$194,796,322,01393301411

Explore More Retirement Advisors in West Chester, Pennsylvania