← Tributary

WEDMONT PRIVATE CAPITAL

WEST CHESTER, PA · CRD 305815 · IAPD ↗ · wedmont.com · (610) 885-8200

$3.44BRegulatory AUM
12Advisory reps
16Employees
1Clients
251-500Planning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2026 — WEDMONT PRIVATE CAPITAL added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2026 — WEDMONT PRIVATE CAPITAL notice-filed in DE, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — WEDMONT PRIVATE CAPITAL added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
March 2026 — WEDMONT PRIVATE CAPITAL added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
March 2026 — WEDMONT PRIVATE CAPITAL reported RAUM up 45% ($2.37B -> $3.44B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
January 2026 — WEDMONT PRIVATE CAPITAL notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
January 2026 — WEDMONT PRIVATE CAPITAL added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2025 — WEDMONT PRIVATE CAPITAL notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — WEDMONT PRIVATE CAPITAL added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
December 2025 — WEDMONT PRIVATE CAPITAL grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
July 2025 — WEDMONT PRIVATE CAPITAL notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2025 — WEDMONT PRIVATE CAPITAL added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
July 2025 — WEDMONT PRIVATE CAPITAL grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — WEDMONT PRIVATE CAPITAL notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2025 — WEDMONT PRIVATE CAPITAL notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
February 2025 — WEDMONT PRIVATE CAPITAL notice-filed in GA, MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2025 — WEDMONT PRIVATE CAPITAL reported RAUM up 50% ($1.58B -> $2.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
March 2024 — WEDMONT PRIVATE CAPITAL added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
February 2024 — WEDMONT PRIVATE CAPITAL reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2024 — WEDMONT PRIVATE CAPITAL reported RAUM up 54% ($1.02B -> $1.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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