Waldron Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 500 clients last fiscal year. The firm advises 1 private fund.
Waldron Private Wealth reports 517 clients. They include 349 high-net-worth individuals and 168 individual clients. Of its assets, 95.7% ($5.26B across 3,524 accounts) are managed with discretion; $237M across 490 accounts are not. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 1% |
| High-net-worth individuals | 68% | 99% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 168 | $62.4M | 1.1% | $371K |
| High-net-worth individuals | 349 | $5.43B | 98.7% | $15.5M |
| Pension and profit-sharing plans | Fewer than 5 | $9.23M | 0.2% | — |
| Total | 517 | $5.5B | 100% | — |
- Clients
- 168
- Regulatory AUM
- $62.4M
- AUM share
- 1.1%
- Avg. per client
- $371K
- Clients
- 349
- Regulatory AUM
- $5.43B
- AUM share
- 98.7%
- Avg. per client
- $15.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.23M
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 517
- Regulatory AUM
- $5.5B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 500
Waldron Private Wealth charges up to 1.50% a year for its Investment Management Services. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Family Office Services
- Billed hourly, negotiated by the complexity of the services, and invoiced in arrears; no rate stated.
- Investment Consulting and Monitoring
- Stand-alone non-discretionary portfolio review and monitoring, priced on asset value and complexity; no rate stated.
- Wealth Planning and Consulting Services
- Negotiable on a stand-alone fee basis, generally $2,000 to $250,000 fixed or $75 to $500 an hour.
Waldron 2008 Family Trust owns 75% or more of Waldron Private Wealth and is in turn owned by John Waldron (75% or more). The leadership team of Waldron Private Wealth includes Chief Investment Officer Benjamin Greenfeld and Chief Compliance Officer Mary Keegan. It has 70 employees, 47 of them in advisory roles.
Staff
- 70 employees
- 47 in advisory functions
- 45 state-registered reps
- 25 insurance agents
- 3 soliciting firms
- Owns 75% or more of Waldron Private Wealth, LLC
Waldron 2008 Family Trust
Control person · since January 2018
- Owns 75% or more of Waldron 2008 Family Trust
John Waldron
Control person · since December 2008
- Owns 5% to 10% of Waldron Private Wealth, LLC
Matthew Helfrich
Control person · since July 2008
Waldron Private Wealth’s regulatory assets grew 1.6× from $3.46B (March 2021) to $5.5B (October 2026); clients rose from 351 to 517 and employees from 30 to 70.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Oct 2026October 2026 | $5.5B | 517 | 70 | 4 |
| May 2025May 2025 | $4.52B | 455 | 68 | 4 |
| Mar 2024March 2024 | $4.07B | 395 | 67 | 3 |
| Jun 2023June 2023 | $3.57B | 389 | 58 | 3 |
| Jun 2022June 2022 | $4.14B | 346 | 35 | 3 |
| Mar 2021March 2021 | $3.46B | 351 | 30 | 2 |
Besides its headquarters, Waldron Private Wealth has 3 offices, with 4 listed addresses across 3 states.
Pennsylvania · 2 listed addresses
- 44 Abele Road, Suite 400, BridgevilleHQ
- 989 Old Eagle School Road, Wayne
District of Columbia · 1 listed address
- 1307 New York Ave NW, Washington
Michigan · 1 listed address
- 177 N. Main Street, Plymouth
Contact and registration details
- Legal name
- Waldron Private Wealth, LLC
- Headquarters
- 44 Abele Road, Suite 400, Bridgeville, PA 15017
- Website
- waldronprivatewealth.com
- Phone
- 412-221-1005
- @waldron-private-wealth
- SEC file
- 801-77628
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Waldron Private Wealth’s named custodians for separately managed accounts are Fidelity ($4.39B, 87%) and Charles Schwab ($675M, 13%). Waldron Private Wealth has custody of $2.13B for 251 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $4.39B87%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $675M13%
At year end, Waldron Private Wealth’s separately managed accounts were mostly in stocks (56%) and funds (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.89B across 350 positions; the largest are Vanguard Index Fds (13.9%), Vanguard Index Fds (13.1%) and iShares TR (9.6%).
What the accounts hold
- Stocks56%
- Funds28%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds2%
- Cash8%
- Other4%
- Alternatives4%
How many clients does Waldron Private Wealth have?
Waldron Private Wealth has 517 clients and manages $5.5 billion for them, as of October 2026. They include 349 high-net-worth individuals and 168 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does Waldron Private Wealth offer?
Waldron Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Waldron Private Wealth charge?
Waldron Private Wealth charges up to 1.50% a year for its Investment Management Services.
Which custodians does Waldron Private Wealth use?
Waldron Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $4.39B and Charles Schwab & Co., Inc. (Westlake, TX), with $675M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026
How many financial advisors does Waldron Private Wealth have?
Waldron Private Wealth has 45 investment adviser representatives registered with state securities authorities, out of 70 employees, and 47 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 25 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Waldron Private Wealth invest in?
At the end of its last fiscal year, Waldron Private Wealth’s separately managed accounts held 56% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 4% other, 2% U.S. government and agency bonds and 2% state and local bonds. The 4% other category is described as: Alternatives. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Waldron Private Wealth?
Waldron Private Wealth is owned through a trust by John Waldron. Its direct owners are Waldron 2008 Family Trust (75% or more) and Matthew Helfrich (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does Waldron Private Wealth get paid?
Waldron Private Wealth is paid through a percentage of assets under management, hourly charges, fixed fees, commissions and performance-based fees.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Waldron Private Wealth?
Waldron Private Wealth’s main office is at 44 Abele Road, Suite 400, Bridgeville, PA 15017. Its phone number is 412-221-1005. Its website is waldronprivatewealth.com.
