| 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 | Ceo, Managing Member, And Chairman Of The Board Of Managers | Under 5% | 2018 |
Waldron Private Wealth, LLC reports $4.5 billion in regulatory assets under management on its Form ADV.
Waldron Private Wealth, LLC reports 68 employees.
Waldron Private Wealth, LLC is based in Bridgeville, PA and has been SEC-registered since 2013.
Waldron Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $4.34B |
| Non-discretionary | $179.8M |
| Total (RAUM) | $4.52B |