RIA Intel›Advisers›Pennsylvania›WEDMONT PRIVATE CAPITAL, LLC

WEDMONT PRIVATE CAPITAL, LLC

Advisory

N·WEST CHESTER, PA

Data as of Jul 20, 2026 · Source: SEC Form ADV

Total AUM

$3.4B

1-Year AUM Growth

+60.3%

3-Year CAGR

+131.4%

Employees

12

Assets Under Management

Total AUM$3.4B

Discretionary AUM$3.4B

Non-Discretionary AUM$14M

Discretionary %99.6%

Total Clients391

Team

Total Employees12

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record44

First FilingApr 9, 2021

Latest FilingJul 20, 2026

🔒 Full AUM trend chart and 44 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEDMONT PRIVATE CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.