Pitcairn Wealth Advisors LLC
● SEC registered since 2024CRD 333260SEC# 801-131329Conshohocken, PA
Reg. AUM
$5.87B
Employees
62
Accounts
2,133
Location
Conshohocken, PA
Pitcairn Wealth Advisors LLC assets under management
Pitcairn Wealth Advisors LLC is an SEC-registered investment adviser based in Conshohocken, PA. The firm has been registered since 2024. It reports $5.9 billion in regulatory assets under management and employs 62 people.
Pitcairn Wealth Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Lea Busser Control | President, Chief Executive Officer | Under 5% | 2024 |
| Eric Woodruff Gaul Control | Chief Financial Officer | Under 5% | 2024 |
| Nathan Michael Sonnenberg Control | Chief Investment Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Pitcairn Wealth Advisors LLC manage?
Pitcairn Wealth Advisors LLC reports $5.9 billion in regulatory assets under management on its Form ADV.
How many employees does Pitcairn Wealth Advisors LLC have?
Pitcairn Wealth Advisors LLC reports 62 employees.
Where is Pitcairn Wealth Advisors LLC located?
Pitcairn Wealth Advisors LLC is based in Conshohocken, PA and has been SEC-registered since 2024.
Does Pitcairn Wealth Advisors LLC disclose fund performance?
Pitcairn Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Eight Tower Bridge, 161 Washington Street, Suite 801, Conshohocken, PA 19428 |
| Phone | 215-881-6144 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.87B▲ 657%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$5.87Bregulatory AUM
Discretionary $4.55BNon-discretionary $1.32B