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CEO, Member, and Board of Managers Member · Waldron Private Wealth

Matthew A. Helfrich

CRD 4344282 · Named on Form ADV at one SEC-registered adviser

At a glance

Waldron Private Wealth, an SEC-registered wealth manager based in Bridgeville, PA with $5.5 billion in regulatory assets, lists Matthew A. Helfrich on its Form ADV as CEO, Member, and Board of Managers Member, a control person.

Firms and roles

  • Waldron Private WealthCEO, Member, and Board of Managers MemberWealth manager · Bridgeville, PA · $5.5B in regulatory assets

AtlasMembers

Matthew’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.