# WALDRON PRIVATE WEALTH

WALDRON PRIVATE WEALTH of BRIDGEVILLE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 131063
- Type: SEC-registered investment adviser
- SEC file number: 801-77628
- Location: 44 ABELE ROAD, BRIDGEVILLE, PA, 15017
- Phone: 412-221-1005
- Latest filing: 2026-08-04
- Regulatory AUM: $5.5B
- Discretionary AUM: $5.3B
- Non-discretionary AUM: $237.0M
- Clients: 70
- Accounts: 4,014

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Commissions
- Clients served: Individuals, High net worth, Charities, Investment cos, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| John Joseph Waldron | CEO, MANAGING MEMBER, AND CHAIRMAN OF THE BOARD OF MANAGERS; MANAGING MEMBER, CHAIRMAN OF THE BOARD OF MANAGERS; TRUSTEE AND BENEFICIARY | — |
| Matthew Alan Helfrich | CEO, MEMBER, AND BOARD OF MANAGERS MEMBER; MEMBER AND BOARD OF MANAGERS MEMBER | — |
| Benjamin Michael Greenfeld | CHIEF INVESTMENT OFFICER, MEMBER AND BOARD OF MANAGERS MEMBER; CHIEF INVESTMENT OFFICER, MEMBER, AND BOARD OF MANAGERS MEMBER | — |
| Robert H Wyche | MEMBER AND BOARD OF MANAGERS MEMBER | — |
| Ryan Fortier | MEMBER AND BOARD OF MANAGERS MEMBER | — |
| Michael Edward Krol | MEMBER | — |
| Mary Elizabeth Keegan | CHIEF COMPLIANCE OFFICER | — |
| Carmen Joseph Palmieri | MEMBER | — |
| KROL JOHN EDWARD | MEMBER | — |
| WALDRON JOHN JOSEPH | CEO, MANAGING MEMBER, AND CHAIRMAN OF THE BOARD OF MANAGERS; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER AND CHAIRMAN OF THE BOARD OF MANAGERS (+1 more) | — |
| HELFRICH MATTHEW ALAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER; CHIEF COMPLIANCE OFFICER,  MEMBER AND BOARD OF MANAGERS MEMBER (+2 more) | — |
| GREENFELD BENJAMIN MICHAEL | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, MEMBER AND BOARD OF MANAGERS MEMBER | — |
| WYCHE ROBERT H | MEMBER AND BOARD OF MANAGERS MEMBER | — |
| FORTIER RYAN | MEMBER AND BOARD OF MANAGERS MEMBER | — |
| Keegan Mary Elizabeth | CHIEF COMPLIANCE OFFICER | — |
| Robert H. Wyche | MEMBER AND BOARD OF MANAGERS MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131063/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131063/similar
- Related entities: https://search.stillhousedata.com/firm/131063/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131063

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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.