Wedmont Private Capital LLC

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Assets, Funds, Holdings

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Wedmont Private Capital LLC
CRD #305815
SEC #801-121179
CIK #0001904274
AUM $2.4 B (2025-06-30)
Employees 6 (83% Investors, 0% Brokers)
Phone610-885-8200
Address26 South Church Street
West Chester, PA 19382
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
3.02.41.81.20.60.02011201620212026
CIK Period
0001904274
Sector Form 13F Holdings Value ($B)
Nvidia Corp 0.1
Apple Inc 0.1
Microsoft Corp 0.1
Facebook Inc 0.0
Amazon Com Inc 0.0
Broadcom Inc 0.0
Oracle Corp 0.0
Alphabet Inc 0.0
Alphabet Inc 0.0
Tesla Motors Inc 0.0
Netflix Inc 0.0
J P Morgan Chase & Co 0.0
Wells Fargo & Co/MN 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 6 0.0
(b) Individuals (high net worth individuals) 382 2.4
(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 1 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 2 0.0
(n) Other 0 0.0
Total 2,017 2.4
By Discretionary
Discretionary 2,004 2.4
Non-Discretionary 13 0.0
Total 2,017 2.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.4
Total 2,017 2.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001904274]
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