Waldron Private Wealth
Waldron Private Wealth (CRD# 131063) is a financial advisory firm headquartered in Bridgeville, PA. They manage $4,065,965,177 in 3,017 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management4,066MILLION
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Total Number of Accounts3,017ACCOUNTS
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Average Account Value$1,347,685
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, DC, FL, IL, MA, MD, MI, NC, NH, NY, OH, PA, RI, TX, VA, WV
Madison Daggett (CRD# 6973705) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 5 years of experience in the finance industry.
Patrick Ellsworth (CRD# 6829455) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 6 years of experience in the finance industry.
Nathan Freshwater (CRD# 7071273) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 2 years of experience in the finance industry.
Jack Knapton (CRD# 7284886) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 3 years of experience in the finance industry.
Nicholas Koury (CRD# 7254047) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 3 years of experience in the finance industry.
Andrew Kuzemchak (CRD# 7569052) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry.
Spencer McKee (CRD# 7775611) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry.
Brent Meilinger (CRD# 7675550) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry.
Renee Mendelssohn (CRD# 4972423) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry.
Robert Pryhocki (CRD# 7738910) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry.