Wealth manager, independent · West Chester, PA
Wedmont Private Capital
Wedmont Private Capital, LLC · SEC-registered investment adviser · CRD 305815 · SEC 801-121179
At a glance
Wedmont Private Capital is an SEC-registered investment adviser based in West Chester, Pennsylvania, with $3.4B in regulatory assets under management as of its Form ADV filed September 2, 2026. It reports 496 individual clients, 491 of them high-net-worth, holding an average of about $6.9 million each, and 16 employees. That ranks it 315th among the nation’s 5,657 independent wealth management RIAs and 21st of 260 in Pennsylvania. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 610-885-8200wedmont.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.4B
- Rank among independent wealth managers
- #315 of 5,657
- Rank among all SEC RIAs
- #2,620 of 17,210
- Rank in Pennsylvania
- #21 of 260
- Individual clients
- 496
- High-net-worth clients
- 491
- Accounts
- 2,437
- Discretionary
- 100% of AUM
- Employees
- 16
- Advisory staff
- 12
- Offices
- 11
Owners and executives on its Form ADV
- James L. PelletierCo-Founder, Managing Member
- Dominic J. CorabiCo-Founder, Managing Member, Chief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Wedmont Private Capital reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 491 | $3.4B | 99% |
| Corporations or other businesses | 1 | $16M | <1% |
| Individuals | 5 | $1M | <1% |
| Charitable organizations | 1 | $1M | <1% |
Disciplinary disclosures
Wedmont Private Capital reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗wedmont.com ↗
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The full record on Wedmont Private Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 1,192 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Nordwand AdvisorsRadnor | $4.0B | 57 |
| Bryn Mawr Trust Advisors, LLCPhiladelphia | $3.5B | 1,335 |
| Kathmere Capital Management, LLCWayne | $3.5B | 750 |
| Schneider Downs Wealth Management Advisors, LPPittsburgh | $3.3B | 663 |
| Blbb AdvisorsMontgomeryville | $3.3B | 1,520 |
| Roffman Miller Associates IncPhiladelphia | $3.2B | 1,598 |
Background
Questions
How much does Wedmont Private Capital manage?
Wedmont Private Capital reports $3.4B in regulatory assets under management across 2,437 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 2, 2026.
How many clients does Wedmont Private Capital have?
It reports 496 individual clients: 491 high-net-worth individuals and 5 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Wedmont Private Capital headquartered?
Its main office is in West Chester, Pennsylvania. It reports 11 offices in total and 16 employees, 12 of whom perform investment advisory functions.
How does Wedmont Private Capital charge clients?
On Form ADV it lists these forms of compensation: fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Wedmont Private Capital use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 2, 2026, it reports these amounts held: Charles Schwab ($3.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Wedmont Private Capital a hybrid RIA with a broker-dealer?
Wedmont Private Capital reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Wedmont Private Capital a fiduciary?
As an SEC-registered investment adviser, Wedmont Private Capital owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Wedmont Private Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →