Co-Founder, Managing Member · Wedmont Private Capital
James L. Pelletier
CRD 6228242 · Named on Form ADV at one SEC-registered adviser
At a glance
Wedmont Private Capital, an SEC-registered wealth manager based in West Chester, PA with $3.4 billion in regulatory assets, lists James L. Pelletier on its Form ADV as Co-Founder, Managing Member, a control person.
Firms and roles
- Wedmont Private CapitalCo-Founder, Managing MemberWealth manager · West Chester, PA · $3.4B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Dominic J. CorabiCo-Founder, Managing Member, Chief Compliance Officer, Wedmont Private Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.