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| Waldron Private Wealth LLC
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| |
|---|---|
| CRD # | 131063 |
| SEC # | 801-77628 |
| CIK # | 0001598180 |
| AUM | $4.1 BB (2024-03-28) |
| Employees | 58 (59% Investors, 0% Brokers) |
| Phone | 412-221-1005 |
| Address | 44 Abele Road Bridgeville, PA 15017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001598180 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.0 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Nvidia Corp | 399.6 | 0.0 | |
| Stryker Corp | 74.8 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| First Commonwealth Financial Corp /PA/ | 1.3 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 0.0 |
| (b) Individuals (high net worth individuals) | 285 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,699 | 3.6 |
| By Discretionary | ||
| Discretionary | 2,497 | 3.5 |
| Non-Discretionary | 202 | 0.1 |
| Total | 2,699 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 2,699 | 3.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001598180] |
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|---|---|---|
|
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Brownson Rehmus & Foxworth Inc
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Advance Capital Management Inc
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Beacon Investment Advisory Services Inc
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|
Shepherd Financial Investment Advisory LLC
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IN | 4.0 |
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Gladstone Institutional Advisory LLC
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