linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wedmont Private Capital

Headquartered in WEST CHESTER, PA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Wedmont Private Capital is an investment advisor headquartered in WEST CHESTER, PA. They manage approximately $2.37 billion in assets for 2,017 clients. They primarily serve high net worth individuals and corporations. Their services include financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.

Wedmont Private Capital

26 SOUTH CHURCH STREET

WEST CHESTER, PA 19382

$2.37B

Assets Under Management

1

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (4)

WEDMONT PRIVATE CAPITAL has a total of 4 branch locations across the country.
location

WEST CHESTER, PA

location

Ellicott City, MD

location

Braintree, MA

location

Phoenix, AZ

Advisors at Wedmont Private Capital

View All 6 Advisors
Unclaimed
John Edward Levangie

RA

Braintree, MA

View Profile
Unclaimed
Thomas Francis Ginty

CFP®, RA

WEST CHESTER, PA

View Profile
Unclaimed
James Luce Pelletier

RA

WEST CHESTER, PA

View Profile
Unclaimed
Tyler Jones Miles

CFP®, RA

Ellicott City, MD

View Profile
Unclaimed
Dominic Joseph Corabi

CFP®, RA

WEST CHESTER, PA

View Profile
Unclaimed
Alexandra Eve Kroot

CFP®, RA

Phoenix, AZ

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Wedmont Private Capital is right for you?

Disclosures

There are no public disclosures for Wedmont Private Capital.

Frequently Asked Questions (8)

Not sure if Wedmont Private Capital is right for you?