Waldron Private Wealth Revenue
Financial Services • 
Bridgeville, Pennsylvania, United States • 51-100 Employees
Waldron Private Wealth revenue & valuation
| Annual revenue | $26,900,000 |
| Revenue per employee | $328,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $86,100,000 |
| Total funding | No funding |
Key Contacts at Waldron Private Wealth
Kelly Costello
Director Of Private Wealth
Bob Wyche
Managing Director
Shelby Fedorka
Senior Director - Human Resources
Lindsay Wilcox
Director - Wealth Planning
Robert Mainello
Director Of Investments
Brett Rees
Managing Director, Wealth Consultant At Waldron Private Wealth
Bryan Waldron
Director - Wealth Planning At Waldron Private Wealth
Joe Palmieri
Partner & Managing Director - Family Office Services
John Waldron
Founder & Ceo
Nathaniel Ecoff
Managing Director
Company overview
| Headquarters | 44 Abele Road, Suite 400, Bridgeville, PA 15017, US |
| Phone number | +14122211005 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Private Wealth Management, Family Office Services, Comprehensive Wealth Planning, Independent Investment Platform |
| Founded | 1995 |
| Employees | 51-100 |
| Socials |
Waldron Private Wealth Email Formats
Waldron Private Wealth uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@waldronpw.com), used 51.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@waldronpw.com | 53.2% |
{first name}{last name} | johndoe@waldronpw.com | 42.9% |
{last name}{last name} | doedoe@waldronpw.com | 3.9% |
About Waldron Private Wealth
Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. For each of our select engagements, we build a team of experts with experience in the financial disciplines best suited for your specific circumstances. Among the titles and certifications held by our team members are Certified Financial Planner®, CPA, Chartered Financial Analyst, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Waldron Private Wealth has 39 employees across 9 departments.
Departments
Number of employees
Funding Data
Waldron Private Wealth has never raised funding before.
Waldron Private Wealth Tech Stack
Discover the technologies and tools that power Waldron Private Wealth's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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