Waldron Private Wealth, LLC
● SEC registered since 2013CRD 131063SEC# 801-77628Bridgeville, PA
Reg. AUM
$5.5B
Employees
70
Accounts
4,014
Location
Bridgeville, PA
Waldron Private Wealth, LLC assets under management
Waldron Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Bridgeville, PA. The firm has been registered since 2013. It reports $5.5 billion in regulatory assets under management and employs 70 people.
Waldron Private Wealth, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Michael Greenfeld Control | Chief Investment Officer, Member, And Board Of Managers Member | Under 5% | 2015 |
| Carmen Joseph Palmieri Control | Member | Under 5% | 2025 |
| John Joseph Waldron Control | Managing Member, Chairman Of The Board Of Managers | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Waldron Private Wealth, LLC manage?
Waldron Private Wealth, LLC reports $5.5 billion in regulatory assets under management on its Form ADV.
How many employees does Waldron Private Wealth, LLC have?
Waldron Private Wealth, LLC reports 70 employees.
Where is Waldron Private Wealth, LLC located?
Waldron Private Wealth, LLC is based in Bridgeville, PA and has been SEC-registered since 2013.
Does Waldron Private Wealth, LLC disclose fund performance?
Waldron Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 44 Abele Road, Suite 400, Bridgeville, PA 15017 |
| Phone | 412-221-1005 |
| Fax | 412-221-2005 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.5B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$5.5Bregulatory AUM
Discretionary $5.26BNon-discretionary $237M