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WEDMONT PRIVATE CAPITAL
26 South Church Street
Suite 1a
West Chester, Pennsylvania 19382
Tel: 6108858200
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 Status | Approved |
|---|---|
| Firm CRD# | 305815 |
| SEC# | 801-121179 |
| Assets Managed by Firm | $2,370,836,249 |
| No. of Clients | 2017 |
| No. of Advisors | 6 |
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 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 |
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