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WESCOTT FINANCIAL ADVISORY GROUP LLC

PHILADELPHIA, PA · CRD 105989 · IAPD ↗ · 215-979-1619

$4.16BRegulatory AUM
27Advisory reps
48Employees
0Clients
More than 500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
May 2026 — WESCOTT FINANCIAL ADVISORY GROUP LLC notice-filed in IL, SC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
November 2024 — WESCOTT FINANCIAL ADVISORY GROUP LLC added office(s): 3 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.