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WESCOTT FINANCIAL ADVISORY GROUP LLC

SEC Form ADV profile.

Total regulatory AUM
$4,155,788,050
Discretionary
$3,181,898,426
Non-discretionary
$973,889,624

Firm details

CRD number
105989
SEC file number
801-29752
Main office
PHILADELPHIA, PA, United States
Employees
48
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.