Assets Under Management
$2.4B
Number of Clients
391
Number of Advisors
6
Average Client AUM
$6.1M
AUM per Advisor
$395.1M
Compensation
Fixed/Hourly
Wedmont Private Capital LLC offers ongoing financial planning with investment management services. They work with clients to develop and implement financial plans, monitor progress, and manage tailored investment portfolios based on individual needs and goals. They may use third-party managers.
26 South Church Street, Suite 1A, West Chester, PA, 19382