Waldron Private Wealth, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 131063
· SEC file 801-77628
· Bridgeville, PA
· WWW.FACEBOOK.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $5.5B
- Discretionary
- $5.3B
- Clients
- 517
- Avg AUM / client
- $10.6M
- Accounts
- 4,014
- Employees
- 70
AUM over time
$850M
$5.5B
Dec 2012
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 168 | $62.4M | 1.13% |
| High net worth individuals | 349 | $5.4B | 98.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $9.2M | 0.17% |
People (45)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Joseph Waldron | Trustee And Beneficiary | Oct 2004 (22y) | ≈ 56.25% – 100% via Waldron 2008 Family Trust | |
| Matthew Alan Helfrich | Member And Board Of Managers Member | CFP | Oct 2004 (22y) | 5% – 10% |
| Michael Edward Krol | Member | CFP | Feb 2009 (17y) | Less than 5% |
| Benjamin Michael Greenfeld | Chief Investment Officer, Member And Board Of Managers Member | CFP | Nov 2011 (15y) | Less than 5% |
| Robert H. Wyche | Member And Board Of Managers Member | Jul 2015 (11y) | Less than 5% | |
| Fortier, Ryan | Member And Board Of Managers Member | Jan 2018 (9y) | Less than 5% | |
| Mary Elizabeth Keegan | Chief Compliance Officer | Oct 2022 (4y) | Less than 5% | |
| Kevin Michael Searfoss | Registered representative | CFP | Dec 2004 (22y) | |
| Eric Christopher Vogt | Registered representative | CFP | Mar 2008 (18y) | |
| Christopher Mark Keller | Registered representative | CFP | Nov 2011 (15y) | |
| Chase D Conti | Registered representative | CFP | Aug 2015 (11y) | |
| Carmen Joseph Palmieri | Registered representative | CFA | Sep 2015 (11y) | |
| Michael Waldron | Registered representative | Nov 2017 (9y) | ||
| Ali Cheri Swart | Registered representative | CFP | Feb 2018 (8y) | |
| Bryan Patrick Waldron | Registered representative | CFP | Feb 2018 (8y) | |
| Nicholas Alexander Colaizzi | Registered representative | CFP | Jul 2018 (8y) | |
| William August Groom | Registered representative | CFP | Mar 2019 (7y) | |
| Shea Anthony Waldron | Registered representative | Mar 2019 (7y) | ||
| Nathaniel Louis Ecoff | Registered representative | CFA | May 2019 (7y) | |
| Samantha Spitzer Sheetz | Registered representative | CFP | Aug 2019 (7y) | |
| Madison T Daggett | Registered representative | CFP | Sep 2020 (6y) | |
| Alex Glenn Hendrickson | Registered representative | CFP | Oct 2020 (6y) | |
| Nicholas Kyle Koury | Registered representative | CFP | Jan 2021 (6y) | |
| Lindsay Wilcox | Registered representative | CFP Chartered Financial Consultant | Aug 2021 (5y) | |
| Patrick John Ellsworth | Registered representative | CFA | Mar 2022 (4y) | |
| Kaleigh Ann Price | Registered representative | CFP | Aug 2022 (4y) | |
| Wade Richard Rashilla | Registered representative | CFP CFA | Oct 2022 (4y) | |
| Nicholas J Urban | Registered representative | CFP | Feb 2023 (3y) | |
| Brent Meilinger | Registered representative | CFP | May 2023 (3y) | |
| Spencer Owen Mc Kee | Registered representative | CFP | Jul 2023 (3y) | |
| Sarah Elizabeth Veverka | Registered representative | CFP | Nov 2023 (3y) | |
| Andrew David Kuzemchak | Registered representative | CFA | Jan 2024 (3y) | |
| Kelly Pettit Costello | Registered representative | Jan 2024 (3y) | ||
| Jacob D Vranish | Registered representative | CFP | Feb 2024 (2y) | |
| Aidan Mills | Registered representative | CFP | Jul 2024 (2y) | |
| William Brett Rees | Registered representative | Oct 2024 (2y) | ||
| Jacob Ronald Smith | Registered representative | CFP | May 2025 (1y) | |
| Noah Bushlow | Registered representative | May 2025 (1y) | ||
| Andrew William Steigerwald | Registered representative | CFP | May 2025 (1y) | |
| Christopher John Petzold | Registered representative | CFA | Jun 2025 (1y) | |
| Claudia Balla | Registered representative | CFP | Jul 2025 (1y) | |
| Sean Brian Mc Guigan | Registered representative | Nov 2025 (1y) | ||
| Stephen Kajmo | Registered representative | CFP | Nov 2025 (1y) | |
| Tyler Mock | Registered representative | Jan 2026 (1y) | ||
| Joshua Arthur Ryan Rennert | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Waldron 2008 Family Trust | Member | Jan 2018 | A | 75% or more |
| Waldron 2008 Family Trust | Member | Jan 2009 | B | ≈ 56.25% – 100% via Waldron 2008 Family Trust |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- John Joseph Waldron: 75% – 100% of Waldron 2008 Family Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Waldron 2008 Family Trust: 75% – 100% of Waldron 2008 Family Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $4.4B (80% of AUM) Mar 2026
- Fidelity Investments Money Management, Inc. $2.6B (73% of AUM) Jan 2024
- Charles Schwab & Co. $675M (12% of AUM) Mar 2026
- Bryn Mawr Trust Company $344M (10% of AUM) Jan 2024
- National Advisors Trust Company $140M (4% of AUM) Jan 2024
- Pershing $10.4M (0% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗