Wescott Financial Advisory Group LLC
● SEC registered since 1987CRD 105989SEC# 801-29752Philadelphia, PA
Reg. AUM
$4.16B
Employees
48
Accounts
3,365
Location
Philadelphia, PA
Wescott Financial Advisory Group LLC assets under management
Wescott Financial Advisory Group LLC is an investment advisory firm registered with the SEC based in Philadelphia, PA. The firm has been registered since 1987. It reports $4.2 billion in regulatory assets under management and employs 48 people.
Wescott Financial Advisory Group LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anterian Holdings Ltd Control | Member | 10-25% | 2021 |
| Carrie Michelle Delgott Control | Chief Operations Officer And Chief Compliance Officer, Managing Board Member, President | Under 5% | 2020 |
| Charles Joseph O'Donnell Control | Managing Board Member | Under 5% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Wescott Financial Advisory Group LLC manage?
Wescott Financial Advisory Group LLC reports $4.2 billion in regulatory assets under management on its Form ADV.
How many employees does Wescott Financial Advisory Group LLC have?
Wescott Financial Advisory Group LLC reports 48 employees.
Where is Wescott Financial Advisory Group LLC located?
Wescott Financial Advisory Group LLC is based in Philadelphia, PA and has been SEC-registered since 1987.
Does Wescott Financial Advisory Group LLC disclose fund performance?
Wescott Financial Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 30 South 17th Street, Philadelphia, PA 19103-4196 |
| Phone | 215-979-1619 |
| Fax | 215-979-1617 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.16B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$4.16Bregulatory AUM
Discretionary $3.18BNon-discretionary $973.9M