AdFi
WP

Waldron Private Wealth

SEC Registered
Bridgeville, PA412-221-1005
Assets Under Management
$5B–$25B
Office Locations
3 offices
Total Accounts
4014

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit Sharing

Services

Private funds / alternatives
Private Equity

Leadership

Waldron 2008 Family Trust
LIMITED PARTNER
Llc Waldron Holdings
GENERAL PARTNER
John Joseph Waldron
TRUSTEE AND BENEFICIARY
Matthew Alan Helfrich
CHIEF COMPLIANCE OFFICER

Office locations

3 offices in 2 states
PA
BridgevilleHQ
MI
Plymouth
PA
Wayne

Advisors at this firm

44 advisors in the directory

John Joseph Waldron
Investment Adviser Representative
Investment Adviser Representative
Kevin Michael Searfoss
Investment Adviser Representative
Investment Adviser Representative
Christopher Mark Keller
Investment Adviser Representative
Investment Adviser Representative
Matthew Alan Helfrich
Investment Adviser Representative
Investment Adviser Representative
Kelly Pettit Costello
Investment Adviser Representative
Investment Adviser Representative
William Brett Rees
Investment Adviser Representative
Investment Adviser Representative
Michael Edward Krol
Investment Adviser Representative
Investment Adviser Representative
Joshua Arthur Ryan Rennert
Investment Adviser Representative
Investment Adviser Representative
Eric Christopher Vogt
Investment Adviser Representative
Investment Adviser Representative
Benjamin Michael Greenfeld
Investment Adviser Representative
Investment Adviser Representative
Carmen Joseph Palmieri Mr.
Investment Adviser Representative
Investment Adviser Representative
Ali Cheri Swart
Investment Adviser Representative
Investment Adviser Representative
Chase D Conti
Investment Adviser Representative
Investment Adviser Representative
Kaleigh Ann Price
Investment Adviser Representative
Investment Adviser Representative
Robert H. Wyche
Investment Adviser Representative
Investment Adviser Representative
Alex Glenn Hendrickson
Investment Adviser Representative
Investment Adviser Representative
Shea Anthony Waldron
Investment Adviser Representative
Investment Adviser Representative
Bryan Patrick Waldron
Investment Adviser Representative
Investment Adviser Representative
Michael Waldron
Investment Adviser Representative
Investment Adviser Representative
Nicholas J Urban
Investment Adviser Representative
Investment Adviser Representative
Patrick John Ellsworth
Investment Adviser Representative
Investment Adviser Representative
Christopher John Petzold
Financial Professional
Nathaniel Louis Ecoff
Investment Adviser Representative
Investment Adviser Representative
Nicholas Alexander Colaizzi
Investment Adviser Representative
Investment Adviser Representative
Madison T Daggett
Investment Adviser Representative
Investment Adviser Representative
William August Groom
Investment Adviser Representative
Investment Adviser Representative
Mary Elizabeth Keegan
Investment Adviser Representative
Investment Adviser Representative
Lindsay Wilcox
Investment Adviser Representative
Investment Adviser Representative
Nicholas Kyle Koury
Investment Adviser Representative
Investment Adviser Representative
Claudia Balla
Investment Adviser Representative
Investment Adviser Representative
Stephen Kajmo
Investment Adviser Representative
Investment Adviser Representative
Andrew David Kuzemchak
Investment Adviser Representative
Investment Adviser Representative
Wade Richard Rashilla
Investment Adviser Representative
Investment Adviser Representative
Brent Meilinger
Investment Adviser Representative
Investment Adviser Representative
Spencer Owen McKee
Investment Adviser Representative
Investment Adviser Representative
Sarah Elizabeth Veverka
Investment Adviser Representative
Investment Adviser Representative
Jacob D Vranish
Investment Adviser Representative
Investment Adviser Representative
Aidan Mills
Investment Adviser Representative
Investment Adviser Representative
Noah Bushlow
Investment Adviser Representative
Investment Adviser Representative
Jacob Ronald Smith
Investment Adviser Representative
Investment Adviser Representative
Andrew William Steigerwald
Investment Adviser Representative
Investment Adviser Representative
Sean Brian McGuigan
Investment Adviser Representative
Investment Adviser Representative
Tyler Mock
Investment Adviser Representative
Investment Adviser Representative
Devin Burgess
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#131063
SEC Number
801-77628
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Commission / Hourly / Flat Fee / Performance-based

Data as of October 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Waldron Private Wealth 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 the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Waldron Private Wealth in Bridgeville, PA - Fees & Services