Wisteria Wealth

EST. AUM
$200,000,000

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Firm Details

Metro area Charlottesville
CRD Number
Website wisteriawealth.com
Client types

Overview

Wisteria Wealth is an independent boutique wealth management firm based in Charlottesville, VA, serving individuals, families, and small business owners nationwide, with particular focus on entrepreneurs, business owners, and affluent families seeking sophisticated, highly personalized financial strategies. Founded by Brad Blum — a Forbes-ranked Virginia top wealth advisor with nearly two decades of experience at firms including Smith Barney, Wells Fargo Advisors, UBS, and RBC Wealth Management — the firm operates as a fiduciary practice built on a white-glove, concierge service model. Services span retirement planning, estate planning, portfolio management, business planning, and risk management, with custody provided by Goldman Sachs Custody Solutions. The firm operates under the NewEdge Advisors RIA platform, which provides access to institutional-grade investment management, compliance infrastructure, and broad investment solutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Wisteria Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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