WEST CHESTER, PACRD 305815Latest ADV March 30, 2026
Wedmont Private Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Chester, PA. Its latest Form ADV filing, dated March 30, 2026, reports $3.4B in regulatory assets under management, 13 employees, 9 offices, and 2,437 accounts.
Assets Under Management
$3.4B
Employees
13
Offices
9 offices
Total Clients
498
Primary office
WEST CHESTER, PA
26 SOUTH CHURCH STREET, SUITE 1A, WEST CHESTER, PA, United States
Top client segmentHNWI represent 98.6% of total clients.
Top client categories% of clientsClients
1
HNWI
98.6%
491
2
Individuals
1.0%
5
3
Charitable
0.2%
1
4
Corporations
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.4Bas of March 30, 2026
Discretionary99.6%
$3.4B
100% of total RAUM99.6%
Non-discretionary0.4%
$14M
0% of total RAUM0.4%
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.
Total AUM$3.4B
Total Accounts2,437
10Y AUM Change+$3.3B (+2356.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee38:1
10Y Employee Change+9 (+225.0%)
* 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.