← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/28/2024）
WALDRON PRIVATE WEALTH, LLC · 所有者与执行高管（CRD 131063）
机构事实页：WALDRON PRIVATE WEALTH, LLC 事实页 → | 官方原文：IAPD firm-summary/131063
Schedule A · 直接所有者（8 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| WALDRON 2008 FAMILY TRUST | 境内实体 | MEMBER | 是 | E |
| HELFRICH, MATTHEW, ALAN | 个人 | MEMBER AND BOARD OF MANAGERS MEMBER | 是 | A |
| WALDRON, JOHN, JOSEPH | 个人 | CEO, MANAGING MEMBER, AND CHAIRMAN OF THE BOARD OF MANAGERS | 是 | NA |
| GREENFELD, BENJAMIN, MICHAEL | 个人 | CHIEF INVESTMENT OFFICER, MEMBER AND BOARD OF MANAGERS MEMBER | 是 | NA |
| WYCHE, ROBERT, H. | 个人 | MEMBER AND BOARD OF MANAGERS MEMBER | 是 | NA |
| FORTIER, RYAN | 个人 | MEMBER AND BOARD OF MANAGERS MEMBER | 是 | NA |
| KROL, MICHAEL, EDWARD | 个人 | MEMBER | 是 | NA |
| Keegan, Mary, Elizabeth | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
Schedule B · 执行高管（2 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| WALDRON, JOHN, JOSEPH | TRUSTEE AND BENEFICIARY | 是 |
| WALDRON 2008 FAMILY TRUST | MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
