CRD: 131063
Waldron Private Wealth
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-29-2004
- Office Locations
- 4
Office Locations
About Waldron Private Wealth
Waldron Private Wealth is a boutique, independent wealth manager serving entrepreneurs and business owners, multigenerational families, and select wealth accumulators. The team delivers holistic planning and investment management—portfolio management and research, tax and insurance/asset-protection strategies, and business succession planning—often implemented with ETFs and mutual funds. Differentiators include Business Owner Advisory, Family Enterprise, and Personal CFO services; custody via Schwab and Fidelity.
Reported data analysis
What the numbers show
Between November 11, 2025 and March 31, 2026, reported AUM increased 21.7%, from $4.5B to $5.5B.
Across 5 reported observations, AUM increased 32.9% between November 16, 2022 and March 31, 2026, from $4.1B to $5.5B.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 47 advisory representatives and 521 clients, or 11.1 clients per representative. That equates to $10.6M in reported AUM per client.
The profile lists 4 reported office locations and 21 years in operation. The source data was last updated on August 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Vehicles
- Platform
- Services
- Technology
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The full Waldron Private Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW ALAN HELFRICH
Chief Executive Officer, President
- CRD
- #4344282
- Ownership
- 5% but less than 10%
RYAN FORTIER
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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CLAUDIA BALLA
--
- CRD
- #7268933
Devin Burgess
--
- CRD
- #8315098
Showing 2 of 45 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,260,654,795 | $1,492,808 |
| Non-Discretionary | $237,023,473 | $483,721 |
| Total | $5,497,678,268 | $1,369,626 |
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Separately Managed Accounts
SMA allocation detail is available
Waldron Private Wealth has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Waldron Private Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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