WALDRON PRIVATE WEALTH, LLC
Legal name: WALDRON PRIVATE WEALTH
CRD #131063 SEC #801-77628 BRIDGEVILLE, PA 412-221-1005
SEC Registered
Total AUM
$4.5B
Discretionary
$4.3B
Employees
68
Clients
251
Accounts
3,497
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4.5B | $4.3B | $179.8M | 68 | 4 |
| May 2025 | $4.5B | $4.3B | $179.8M | 68 | 4 |
| Mar 2025 | $4.5B | $4.3B | $179.8M | 68 | 4 |
| Mar 2024 | $4.1B | $3.9B | $140.8M | 67 | 0 |
| Jan 2024 | $3.6B | $3.5B | $59.1M | 58 | 0 |
| Jun 2023 | $3.6B | $3.5B | $59.1M | 58 | 0 |
| Apr 2023 | $3.6B | $3.5B | $59.1M | 58 | 0 |
| Mar 2023 | $3.6B | $3.5B | $59.1M | 58 | 0 |
| Nov 2022 | $4.1B | $4B | $100.5M | 35 | 3 |
| Oct 2022 | $4.1B | $4B | $100.5M | 35 | 3 |
| Jun 2022 | $4.1B | $4B | $100.5M | 35 | 3 |
| Jun 2022 | $4.1B | $4B | $100.5M | 35 | 3 |
| May 2022 | $4.1B | $4B | $100.5M | 35 | 3 |
| Mar 2022 | $4.1B | $4B | $100.5M | 35 | 3 |
| Mar 2022 | $4.1B | $4B | $100.5M | 35 | 3 |
| Nov 2021 | $3.5B | $3.4B | $8.5M | 30 | 3 |
| Nov 2021 | $3.5B | $3.4B | $8.5M | 30 | 3 |
| Oct 2021 | $3.5B | $3.4B | $8.5M | 30 | 3 |
| Oct 2021 | $3.5B | $3.4B | $8.5M | 30 | 3 |
| Oct 2021 | $3.5B | $3.4B | $8.5M | 30 | 3 |
| Oct 2021 | $3.5B | $3.4B | $8.5M | 30 | 3 |
| Mar 2021 | $3.5B | $3.4B | $8.5M | 30 | 3 |
| Mar 2021 | $3.5B | $3.4B | $8.5M | 30 | 3 |
| Jan 2021 | $2.5B | $2.5B | $3.9M | 28 | 3 |
| May 2020 | $2.5B | $2.5B | $3.9M | 28 | 3 |
| Mar 2020 | $2.5B | $2.5B | $3.9M | 28 | 3 |
| Feb 2020 | $2.5B | $2.5B | $3.9M | 28 | 3 |
| Nov 2019 | $1.8B | $1.8B | $5.2M | 21 | 2 |
| Sep 2019 | $1.8B | $1.8B | $5.2M | 21 | 2 |
| May 2019 | $1.8B | $1.8B | $5.2M | 21 | 2 |
| Mar 2019 | $1.8B | $1.8B | $5.2M | 21 | 2 |
| Jul 2018 | $1.7B | $1.7B | $5.4M | 21 | 2 |
| Jul 2018 | $1.7B | $1.7B | $5.4M | 21 | 2 |
| May 2018 | $1.7B | $1.7B | $5.4M | 21 | 2 |
| Mar 2018 | $1.7B | $1.7B | $5.4M | 21 | 2 |
| Feb 2018 | $1.7B | $1.7B | $5.4M | 21 | 2 |
| Sep 2017 | $1.3B | $1.3B | $5.2M | 20 | 200 |
| Sep 2017 | $1.3B | $1.3B | $5.2M | 20 | 200 |
| Mar 2017 | $1.4B | $1.3B | $106M | 20 | 200 |
| Aug 2016 | $1.2B | $1.2B | $5M | 19 | 200 |
| Jul 2016 | $1.2B | $1.2B | $5M | 19 | 200 |
| Mar 2016 | $1.2B | $1.2B | $5M | 19 | 200 |
| Nov 2015 | $1.2B | $1.2B | $5M | 14 | 100 |
| Oct 2015 | $1.2B | $1.2B | $5M | 14 | 100 |
| May 2015 | $1.2B | $1.2B | $5M | 14 | 100 |
| May 2015 | $1.2B | $1.2B | $5M | 14 | 100 |
| Mar 2015 | $1.2B | $1.2B | $5M | 14 | 100 |
| Jan 2015 | $1.1B | $1.1B | $0 | 25 | 100 |
| Jan 2015 | $1.1B | $1.1B | $0 | 25 | 100 |
| Dec 2014 | $1.1B | $1.1B | $0 | 25 | 100 |
| Oct 2014 | $1.1B | $1.1B | $0 | 25 | 100 |
| Aug 2014 | $1.1B | $1.1B | $0 | 25 | 100 |
| Jul 2014 | $1.1B | $1.1B | $0 | 25 | 100 |
| Mar 2014 | $1.1B | $1.1B | $0 | 25 | 100 |
| Jul 2013 | $850M | $850M | $0 | 12 | 100 |
| Jul 2013 | $850M | $850M | $0 | 12 | 100 |
| May 2013 | $850M | $850M | $0 | 12 | 100 |
| May 2013 | $850M | $850M | $0 | 14 | 100 |
| Apr 2013 | $850M | $850M | $0 | 14 | 100 |
| Mar 2013 | $850M | $850M | $0 | 14 | 100 |
| Feb 2013 | $850M | $850M | $0 | 14 | 100 |
DateNov 2025
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$179.8M
Employees68
Clients4
DateMay 2025
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$179.8M
Employees68
Clients4
DateMar 2025
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$179.8M
Employees68
Clients4
DateMar 2024
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$140.8M
Employees67
Clients0
DateJan 2024
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$59.1M
Employees58
Clients0
DateJun 2023
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$59.1M
Employees58
Clients0
DateApr 2023
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$59.1M
Employees58
Clients0
DateMar 2023
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$59.1M
Employees58
Clients0
DateNov 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$100.5M
Employees35
Clients3
DateOct 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$100.5M
Employees35
Clients3
DateJun 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$100.5M
Employees35
Clients3
DateJun 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$100.5M
Employees35
Clients3
DateMay 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$100.5M
Employees35
Clients3
DateMar 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$100.5M
Employees35
Clients3
DateMar 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$100.5M
Employees35
Clients3
DateNov 2021
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$8.5M
Employees30
Clients3
DateNov 2021
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$8.5M
Employees30
Clients3
DateOct 2021
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$8.5M
Employees30
Clients3
DateOct 2021
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$8.5M
Employees30
Clients3
DateOct 2021
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$8.5M
Employees30
Clients3
DateOct 2021
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$8.5M
Employees30
Clients3
DateMar 2021
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$8.5M
Employees30
Clients3
DateMar 2021
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$8.5M
Employees30
Clients3
DateJan 2021
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$3.9M
Employees28
Clients3
DateMay 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$3.9M
Employees28
Clients3
DateMar 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$3.9M
Employees28
Clients3
DateFeb 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$3.9M
Employees28
Clients3
DateNov 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.2M
Employees21
Clients2
DateSep 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.2M
Employees21
Clients2
DateMay 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.2M
Employees21
Clients2
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.2M
Employees21
Clients2
DateJul 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.4M
Employees21
Clients2
DateJul 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.4M
Employees21
Clients2
DateMay 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.4M
Employees21
Clients2
DateMar 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.4M
Employees21
Clients2
DateFeb 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.4M
Employees21
Clients2
DateSep 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$5.2M
Employees20
Clients200
DateSep 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$5.2M
Employees20
Clients200
DateMar 2017
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$106M
Employees20
Clients200
DateAug 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5M
Employees19
Clients200
DateJul 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5M
Employees19
Clients200
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5M
Employees19
Clients200
DateNov 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5M
Employees14
Clients100
DateOct 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5M
Employees14
Clients100
DateMay 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5M
Employees14
Clients100
DateMay 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5M
Employees14
Clients100
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5M
Employees14
Clients100
DateJan 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients100
DateJan 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients100
DateDec 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients100
DateOct 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients100
DateAug 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients100
DateJul 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients100
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients100
DateJul 2013
Total AUM$850M
Discretionary$850M
Non-Disc.$0
Employees12
Clients100
DateJul 2013
Total AUM$850M
Discretionary$850M
Non-Disc.$0
Employees12
Clients100
DateMay 2013
Total AUM$850M
Discretionary$850M
Non-Disc.$0
Employees12
Clients100
DateMay 2013
Total AUM$850M
Discretionary$850M
Non-Disc.$0
Employees14
Clients100
DateApr 2013
Total AUM$850M
Discretionary$850M
Non-Disc.$0
Employees14
Clients100
DateMar 2013
Total AUM$850M
Discretionary$850M
Non-Disc.$0
Employees14
Clients100
DateFeb 2013
Total AUM$850M
Discretionary$850M
Non-Disc.$0
Employees14
Clients100