# WILMERDING & ASSOCIATES INC.

WILMERDING & ASSOCIATES INC. of ROSEMONT, PA is an SEC-registered investment adviser.

## Registration

- CRD: 109273
- Type: SEC-registered investment adviser
- SEC file number: 801-57881
- Location: 919 CONESTOGA ROAD, BUILDING ONE, SUITE 100, ROSEMONT, PA, 19010
- Phone: 610-520-0250
- Latest filing: 2007-03-14
- Regulatory AUM: $43.3M
- Discretionary AUM: $43.3M
- Clients: 1
- Accounts: 18

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [WILMERDING DAVID RICHMOND](https://search.stillhousedata.com/person/738522) | CHAIRMAN | — |
| [HEENAN SHEILA MARIE](https://search.stillhousedata.com/person/747714) | CHIEF COMPLIANCE OFFICER | — |
| [THOMPSON PETER ADAMSON](https://search.stillhousedata.com/person/747715) | PRESIDENT & CEO | — |
| [THOMPSON ALEXANDRA KING](https://search.stillhousedata.com/person/747716) | SHAREHOLDER | — |
| [SHERRERD JOHN J F](https://search.stillhousedata.com/person/747717) | SHAREHOLDER | — |
| [SHERRERD JOHN JACOB FOULKROD](https://search.stillhousedata.com/person/752070) | SHAREHOLDER | — |
| [KING ALEXANDRA](https://search.stillhousedata.com/person/760385) | SHAREHOLDER | — |
| [THUN ELIZABETH MASON](https://search.stillhousedata.com/person/782654) | SHAREHOLDER | — |
| [MASON GEORGE CLYDE](https://search.stillhousedata.com/person/782655) | PRESIDENT PEOPLES BANK | — |
| [VARDARO JOSEPH EUGENE](https://search.stillhousedata.com/person/782656) | PRESIDENT | — |
| [PFEIL MARY ELIZABETH CREIGH](https://search.stillhousedata.com/person/782657) | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109273/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109273/similar
- Related entities: https://search.stillhousedata.com/firm/109273/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109273

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.