| 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 | Under 5% | 2020 |
| Charles Joseph O'Donnell Control | Managing Board Member | Under 5% | 2013 |
Wescott Financial Advisory Group LLC reports $3.7 billion in regulatory assets under management on its Form ADV.
Wescott Financial Advisory Group LLC reports 50 employees.
Wescott Financial Advisory Group LLC is based in Philadelphia, PA and has been SEC-registered since 1987.
Wescott Financial Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $2.85B |
| Non-discretionary | $877.8M |
| Total (RAUM) | $3.73B |