CONESTOGA WEALTH MANAGEMENT

CONESTOGA WEALTH MANAGEMENT of EXTON, PA is an SEC-registered investment adviser (CRD 158981).

Registration

• CRD: 158981
• Type: Registered investment adviser
• Location: 64 EAST UWCHLAN AVENUE, EXTON, PA, 19341
• Phone: 610-241-8711
• Latest filing: 2026-03-31
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158981 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search