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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Waldron Private Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Waldron Private Wealth invest in?","answer":"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. 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