Waldron Private Wealth LLC
Legal Name: WALDRON PRIVATE WEALTH, LLC
Full Contact Details
Waldron Private Wealth LLC
44 ABELE ROAD, SUITE 400, BRIDGEVILLE, PA
412-221-1005
412-221-2005
Other Info
Waldron Private Wealth LLC, a Pennsylvania-based limited liability company, boasts 21 employees with 18 serving in advisory roles and caters to two clients. According to the Securities and Exchange Commission (SEC), this firm has an approved status since Feb 2013, reflecting its adherence to regulatory requirements.
Waldron Private Wealth - Wealth Management Firm
Contact Us Disclosure/Form CRSWorking Together The Waldron Way Business Forward Family First Meet Your Team Private Wealth Services Beyond Wealth Insights Careers Contact Us Disclosure/Form CRS Simplify Your Wealth Simplify Your WealthWith wealth comes complexity. Waldron was founded for the singula…
Direct Owners
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BENJAMIN MICHAEL GREENFELD
CHIEF INVESTMENT OFFICER, MEMBER AND BOARD OF MANAGERS MEMBER owns less than 5%
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JOHN JOSEPH WALDRON
MANAGING MEMBER AND CHAIRMAN OF THE BOARD OF MANAGERS owns less than 5%
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MATTHEW ALAN HELFRICH
CHIEF COMPLIANCE OFFICER, MEMBER AND BOARD OF MANAGERS MEMBER owns more than 5% but less than 10%
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ROBERT H. WYCHE
MEMBER AND BOARD OF MANAGERS MEMBER owns less than 5%
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RYAN FORTIER
MEMBER AND BOARD OF MANAGERS MEMBER owns less than 5%
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WALDRON 2008 FAMILY TRUST
MEMBER owns 75% or more
Indirect Owners
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JOHN JOSEPH WALDRON
TRUSTEE AND BENEFICIARY owns 75% or more
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WALDRON 2008 FAMILY TRUST
MEMBER owns 75% or more