John Joseph Waldron

Waldron Private Wealth

37 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth

Waldron Private Wealth

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

455 clients

Average Client Portfolio

$9.9M average

Assets Under Management

$4.5B

Fee Structure

Location

44 Abele Road, Suite 400, Bridgeville, PA, 15017

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History

Regulatory History (1)

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Customer Dispute

July 2009

Settled

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Other Business ActivitiesSells Insurance

John is a director of a real estate holding company (SBM Real Estate) since 2005, spending minimal time. He is also a manager and investor in real estate for rental and resale (SBM Holdings, LLC) since 2014, dedicating minimal time, and a board member/advisor for Longeviti Neuro Solutions, spending minimal time. Finally, he has been an insurance agent since 1988, dedicating a few hours per week.