Overview
Assets Under Management: $2.4 billion
Headquarters: WEST CHESTER, PA
High-Net-Worth Clients: 382
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 382
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.49
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 2,017
Discretionary Accounts: 2,004
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 305815
Last Filing Date: 2025-02-06 00:00:00
Website: https://wedmont.com