PITCAIRN WEALTH ADVISORS LLC
CRD #333260 SEC #801-131329 CONSHOHOCKEN, PA 215-881-6144
SEC Registered
Total AUM
$775.8M
Discretionary
$775.8M
Employees
5
Clients
51
Accounts
148
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2025
- Branch Offices
- 11
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUSSER, ANDREW, LEA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSSER, ANDREW, LEA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSSER, ANDREW, LEA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSSER, ANDREW, LEA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSSER, ANDREW, LEA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSSER, ANDREW, LEA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSSER, ANDREW, LEA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSSER, ANDREW, LEA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSSER, ANDREW, LEA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| Gaul, Eric, Woodruff | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Gaul, Eric, Woodruff | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Gaul, Eric, Woodruff | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Gaul, Eric, Woodruff | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Gaul, Eric, Woodruff | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Gaul, Eric, Woodruff | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Gaul, Eric, Woodruff | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Gaul, Eric, Woodruff | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Gaul, Eric, Woodruff | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCCARTE, JOHN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCARTE, JOHN, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POLLARD, RYAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POLLARD, RYAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POLLARD, RYAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POLLARD, RYAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POLLARD, RYAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POLLARD, RYAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POLLARD, RYAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POLLARD, RYAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PITCAIRN FINANCIAL GROUP LLC | DE | OWNER | E | Control |
| PITCAIRN FINANCIAL GROUP LLC | DE | OWNER | E | Control |
| PITCAIRN FINANCIAL GROUP LLC | DE | OWNER | E | Control |
| PITCAIRN FINANCIAL GROUP LLC | DE | OWNER | E | Control |
| PITCAIRN FINANCIAL GROUP LLC | DE | OWNER | E | Control |
| PITCAIRN FINANCIAL GROUP LLC | DE | OWNER | E | Control |
| PITCAIRN FINANCIAL GROUP LLC | DE | OWNER | E | Control |
| PITCAIRN FINANCIAL GROUP LLC | DE | OWNER | E | Control |
| PITCAIRN FINANCIAL GROUP LLC | DE | OWNER | E | Control |
| PITCAIRN FINANCIAL GROUP LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PITCAIRN COMPANY | DE | PITCAIRN FINANCIAL GROUP LLC | D | Control |
| PITCAIRN COMPANY | DE | PITCAIRN FINANCIAL GROUP LLC | D | Control |
Registrations
Federal
IA
Jul 8, 2025 REGISTERED
Notice Filings (9)
CA DC FL MD NE NY PA TX VA
Address
EIGHT TOWER BRIDGE, 161 WASHINGTON STREETSUITE 801
CONSHOHOCKEN, PA 19428
United States
Phone: 215-881-6144