Dakota
Dakota
Book a Demo
Talk to an Expert

Wedmont Private Capital, LLC

EST. AUM
$3,440,714,185

CONTACTS
5

CLIENT ACCOUNTS
2,437

Firm Details

Metro area Philadelphia
CRD Number 305815
Website wedmont.com
Client types

Overview

Wedmont is a private wealth management company that caters to high-net-worth families, recognizing the complexities they face in financial management. The company addresses the significant and irreversible monetary implications of even minor mistakes. It acknowledges the inadequacy of the current advice delivery model, which often results in exorbitant fees, poor advice, tax-inefficient portfolios, and conflicts. Wedmont aims to revolutionize the industry by providing high-net-worth investors with quality advice at fair and transparent fees. It envisions a future where private wealth management is transformed to meet the needs of successful families.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy