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| Wedmont Private Capital LLC
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|---|---|
| CRD # | 305815 |
| SEC # | 801-121179 |
| CIK # | 0001904274 |
| AUM | $1.6 BB (2024-02-27) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 610-885-8200 |
| Address | 26 South Church Street West Chester, PA 19382 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 47.2 | |
| NVDA | 399,550.0 | 43.7 | |
| MSFT | 1,918,222.4 | 38.8 | |
| AMZN | 1,092,997.8 | 24.0 | |
| META | 434,852.0 | 19.0 | |
| GOOG | 1,482,566.4 | 15.3 | |
| GOOGL | 1,475,138.5 | 13.0 | |
| LLY | 301,789.7 | 11.8 | |
| ORCL | 182,760.6 | 11.3 | |
| ADBE | 172,760.2 | 9.2 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 4.0 |
| (b) Individuals (high net worth individuals) | 301 | 1,572.7 |
| (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 | 2 | 0.6 |
| (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 | 1,505 | 1,577.3 |
| By Discretionary | ||
| Discretionary | 1,492 | 1,574.1 |
| Non-Discretionary | 13 | 3.2 |
| Total | 1,505 | 1,577.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,577.3 | |
| Total | 1,505 | 1,577.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001904274] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Neville Rodie & Shaw Inc
✚
|
NY | 1.6 |
|
Mitchell Sinkler & Starr Inc
✚
|
PA | 1.6 |
|
Wealhouse Capital Limited Partnership
✚
|
1.6 | |
|
Cardinal Point Capital Management ULC
✚
|
1.6 | |
|
Stonebridge Financial Group LLC
✚
|
PA | 1.6 |
|
Pinnacle Wealth Management Advisory Group LLC
✚
|
NJ | 1.6 |
|
Diversified Management Inc
✚
|
WI | 1.6 |
|
Consolidated Planning Corporation
✚
|
GA | 1.6 |
|
Sellwood Consulting LLC
✚
|
OR | 1.6 |
|
Corda Investment Management LLC
✚
|
TX | 1.6 |