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WALDRON PRIVATE WEALTH

BRIDGEVILLE, PA · CRD 131063 · IAPD ↗ · 412-221-1005

$5.50BRegulatory AUM
47Advisory reps
70Employees
4Clients
More than 500Planning clients
1Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
September 2026 — WALDRON PRIVATE WEALTH now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
63
April 2026 — WALDRON PRIVATE WEALTH reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
76
April 2026 — WALDRON PRIVATE WEALTH grew from 41 to 47 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
December 2025 — WALDRON PRIVATE WEALTH notice-filed in NV, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2025 — WALDRON PRIVATE WEALTH added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
April 2024 — WALDRON PRIVATE WEALTH grew from 34 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2024 — WALDRON PRIVATE WEALTH notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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