$68.9M Total AUM
$66.4M Disc. AUM
-- 3Y CAGR
1 Employees
130 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2017
- Office Locations
- 1
Office Locations
11676 Perry Highway Suite 2103 Wexford PA
About Wexford Wealth Advisors LLC
Wexford Wealth Advisors (Pittsburgh, PA) provides investment management, financial planning, and insurance planning for individuals and families, using a collaborative, goal- and values-aligned process with regular check-ins on market dynamics. Portfolios are positioned for long-term outcomes and commonly use public funds and ETFs; custody includes Charles Schwab & Co.
Team overview
-- AVG AGE
$68.9M AVG AUM / ADVISOR
$530.2K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
C
CURTIS J PRITCHARD
Chief Compliance Officer, PRINCIPAL, Registered Investment Advisor
- CRD
- #5978874
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,396,356 | -- |
| Non-Discretionary | $2,523,201 | -- |
| Total | $68,919,557 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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