Alexandra Eve Kroot
Investment Adviser Representative at Wedmont Private Capital
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alexandra Eve Kroot is an investment adviser representative with Wedmont Private Capital in Phoenix, AZ, where they have been registered since 2022. They have worked in the securities industry since 2020 and were previously registered with Vanguard Marketing Corporation. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Arizona and Texas.
Registrations & licenses
- Investment adviser:
- Arizona, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Nov 2017 – Apr 2022Malvern, PA
- UnemployedApr 2017 – Nov 2017Lancaster, PA
- American Solar Direct - Remote from NY from 01/2017May 2015 – Apr 2017Los Angeles, CA
- Mourning SunSep 2019 – no end date reportedLancaster, PA
- Wedmont Private CapitalApr 2022 – no end date reportedMalvern, PA
- Wedmont Private CapitalApr 2022 – no end date reportedPhoenix, AZ
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wedmont Private Capital
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Private wealth management including comprehensive financial planning, tax-efficient and customized investment portfolios, and fiduciary advisory services, all provided for a single fixed flat fee inclusive of all services.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 2
- Main office:
- West Chester, PA
- Founded:
- 2020
- SEC file number:
- 801-121179
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 2, 2026
View full firm profileOther advisors at Wedmont Private Capital
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexandra Eve Kroot has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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