Investment adviser · CRD 105989

WESCOTT FINANCIAL ADVISORY GROUP LLC

Investment adviser filing (IA)

PHILADELPHIA, PA, United States · Form ADV filed Apr 21, 2026

Regulatory AUM
$4.16B
Form ADV · Item 5.F
Client accounts
3,365
Accounts, not individual clients
Employees
48
Reported in this filing
Advisory professionals
27
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 individuals581$2,911,020,15770.0%
Retirement plans4$1,053,470,16425.3%
Charities13$107,952,1322.6%
Individuals188$82,505,5842.0%
Corporations & businessesFewer than 5$840,0130.0%
Filing source

Form ADV 2097173 · Apr 21, 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

2 Private funds

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

WESCOTT MULTI-STRATEGY PRIVATE EQUITY LPPrivate Equity Fund · Last reported Mar 29, 2019$690KGross asset value
Fund administrator DUANE MORRIS LLP PHILADELPHIA, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor MAILLIE, FALCONIERO & COMPANY, LLP WEST CHESTER, Pennsylvania, United States
Custodian VERSA CAPITAL MANAGEMENT, LLC PHILADELPHIA, Pennsylvania, United States Related to adviser: No
Custodian WP REALTY INC BRYN MAWR, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MAILLIE, FALCONIERO & COMPANY, LLP
PCAOB 2429

Fund details & source
Fund ID
805-3407008879
Reported beneficial owners
15
Minimum commitment
$22.3K
Form D file number
021-113419

Form ADV 1285145 · Mar 29, 2019 · 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.

WESCOTT CS NOVA LPPrivate Equity Fund · Last reported Mar 27, 2014$0Gross asset value
Fund administrator DUANE MORRIS LLP PHILADELPHIA, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor MAILLIE, FALCONIERO & COMPANY LLP WEST CHESTER, Pennsylvania, United States
Custodian CAPITAL SOLUTIONS INC BLUE BELL, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-2932200089
Reported beneficial owners
34
Minimum commitment
$10K
Form D file number
021-67163

Form ADV 790485 · Mar 27, 2014 · 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: Apr 21, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

30 SOUTH 17TH STREET
PHILADELPHIA, PA, 19103-4196, United States

CRD 105989

Filing source

Form ADV 2097173 · Apr 21, 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.