Investment adviser · CRD 131063

WALDRON PRIVATE WEALTH

Investment adviser filing (IA)

WALDRON PRIVATE WEALTH, LLC

BRIDGEVILLE, PA, United States · Form ADV filed Aug 4, 2026

Regulatory AUM
$5.5B
Form ADV · Item 5.F
Client accounts
4,014
Accounts, not individual clients
Employees
70
Reported in this filing
Advisory professionals
47
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals349$5,426,096,24498.7%
Individuals168$62,353,4051.1%
Retirement plansFewer than 5$9,228,6190.2%
Filing source

Form ADV 2123845 · Aug 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WALDRON PRIVATE EQUITY FUND I, L.P.Private Equity Fund · Last reported Aug 4, 2026$0Gross asset value
Fund administrator UMB FUND SERVICES, INC. MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-2417716802
Reported beneficial owners
0
Minimum commitment
$100K
Form D file number
021-40034

Form ADV 2123845 · Aug 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 4, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions · Performance-based

Principal office

44 ABELE ROAD, SUITE 400
BRIDGEVILLE, PA, 15017, United States

CRD 131063

Filing source

Form ADV 2123845 · Aug 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.