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firm profile

Wedmont Private Capital

RIA West Chester, PA CRD 305815 Last verified October 2026

Overview

Wedmont Private Capital is an SEC registered investment adviser based in West Chester, PA, registered since 2019. It reports $3.4B in assets under management across 2,437 accounts, with 16 employees. It has 12 investment adviser representatives.

Reported AUM
$3.4B
Discretionary
100%
Accounts
2,437
Average account
$1.4M
Employees
16
Advisory reps
12
Registered since
2019
Jurisdictions
27

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Pension Consulting
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees

Executive officers 2 of 2

Advisory reps 3 of 12

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters
26 S Church St Ste 1A
West Chester, PA 19382
County
Chester
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
Region
Northeast

Registrations

  • SEC registered
  • Registered in 27 jurisdictions
  • Website: wedmont.com

Every state, with registration dates

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