BRIDGEVILLE, PACRD 131063Latest ADV March 31, 2026
Waldron Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bridgeville, PA. Its latest Form ADV filing, dated March 31, 2026, reports $5.5B in regulatory assets under management, 70 employees, 3 offices, and 4,014 accounts.
Assets Under Management
$5.5B
Employees
70
Offices
3 offices
Total Clients
517
Primary office
BRIDGEVILLE, PA
44 ABELE ROAD, SUITE 400, BRIDGEVILLE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.5% of total clients.
Top client categories% of clientsClients
1
HNWI
67.5%
349
2
Individuals
32.5%
168
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.5Bas of March 31, 2026
Discretionary95.7%
$5.3B
96% of total RAUM95.7%
Non-discretionary4.3%
$237M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.5B
Total Accounts4,014
10Y AUM Change+$4.1B (+288.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees70
Clients per Employee7:1
10Y Employee Change+50 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.