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Pitcairn Wealth Advisors LLC

● SEC registered since 2024CRD 333260SEC# 801-131329Conshohocken, PA
Export (members)
Reg. AUM
$775.8M
Employees
5
Accounts
148
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 $775.8 million in regulatory assets under management and employs 5 people.

Pitcairn Wealth Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Andrew Lea Busser ControlPresident, Chief Executive OfficerUnder 5%2024
Eric Woodruff Gaul ControlChief Financial OfficerUnder 5%2024
Pitcairn Financial Group LLC ControlOwnerOver 75%2024
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Frequently asked questions

How much does Pitcairn Wealth Advisors LLC manage?

Pitcairn Wealth Advisors LLC reports $775.8 million in regulatory assets under management on its Form ADV.

How many employees does Pitcairn Wealth Advisors LLC have?

Pitcairn Wealth Advisors LLC reports 5 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

AddressEight Tower Bridge, 161 Washington Street, Suite 801, Conshohocken, PA 19428
Phone215-881-6144
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$775.8M
Non-discretionary$0
Total (RAUM)$775.8M