DFX Intelligence
Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family office profile
Wescott Financial Advisory Group LLC
Philadelphia, PAOutsourced family office provideridentity confidence 90%Top 500 by research prioritywescott.com
Why this class: Wescott is a $4.2 billion wealth adviser that sells family office services to multi-generational client families..
Verified Sep 13, 2026 (4 days ago)
Last observed Sep 13, 2026 · 68 observations · 3 sources
6 people · 0 investments · 192 public positions · 19 events
Identity
90
high
Data depth
50
elevated
Freshness
100
high
Active deployment
0
low
Direct investing
0
low
External managers
0
low
Private markets
0
low
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
0
low
Contactability
70
high
Mandate confidence
0
low
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 53% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- unknown
- Headquarters
- Philadelphia, PA
- Office address
- 30 SOUTH 17TH STREET, Philadelphia, PA, 19103-4196
- Business phone
- 215-979-1619
- Website
- wescott.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $16.5M across 4 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $1.1B. Regulatory AUM $4.2B. Related foundation assets $16.5M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $4.2B as of Apr 21, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Jun 11, 1987 · 48 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 188 ($82.5M); Corporations: 1 ($840,013); Pension plans: 4 ($1.1B); Charitable organizations: 13 ($108M); High net worth individuals: 581 ($2.9B)Fact
- Form 13F
- $1.1B across 209 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 13, 2026Outsourced family office provider 90%Wescott is a $4.2 billion wealth adviser that sells family office services to multi-generational client families.Factverifiedwescott.com“What Family Office Services Looks Like at Wescott”
- Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('asset allocation, family office solution services, trustee s')Inference
Family and wealth origin
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Charles Joseph O'Donnell | Managing Board Member | Board | none on record | reports.adviserinfo.sec.gov Fact |
| Matthew Anthony Taylor | Managing Board Member | Board | none on record | reports.adviserinfo.sec.gov Fact |
| Mark Mccarron | Chief Investment Officer, Managing Board Member | Chief investment officer · investment decisions | none on record | reports.adviserinfo.sec.gov Fact |
| Carrie Michelle Delgott | Chief Operations Officer and Chief Compliance Officer, Managing Board Member, President | Leadership | none on record | reports.adviserinfo.sec.gov Fact |
| Grant Rawdin | Chairman, President, Ceo, Member, and Managing Board Member | Leadership | none on record | reports.adviserinfo.sec.gov Fact |
| Carrie Delgott | Chief Compliance Officer | Operations and finance | phone: 215-979-1619 (published by the subject, May 12, 2026) | sec.gov Fact |
Office contact points
Office address: 30 South Street 17th Street, Philadelphia, PA, 19103 (published by the subject) sec.gov
Office address: 30 SOUTH 17TH STREET, Philadelphia, PA, 19103-4196 (published by the subject) adviserinfo.sec.gov
Investment mandate
inferred only: public equity book 1140975194.0
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Public equity book
- $1.1B Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Its own private funds (Form ADV Schedule D 7.B.(1))
Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| WESCOTT MULTI-STRATEGY PRIVATE EQUITY LP · no longer reported | Private Equity Fund | $689,829 Mar 29, 2019 | 47% | Mar 27, 2012 to Mar 30, 2020 | 021-113419 |
| WESCOTT CS NOVA LP · no longer reported | Private Equity Fund | $0 Mar 27, 2014 | 26% | Mar 27, 2012 to Mar 27, 2015 | 021-67163 |
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings
Top 40 positions of 209 for the quarter ended Mar 31, 2026; $976M shown of $1.1B reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $167M | 280,269 | 14.7% |
| INVESCO QQQ TR | UNIT SER 1 | $86.7M | 150,149 | 7.6% |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $73.4M | 725,519 | 6.4% |
| ISHARES TR | CORE S&P500 ETF | $49.1M | 75,119 | 4.3% |
| ISHARES TR | CORE MSCI EAFE | $46.1M | 509,667 | 4.0% |
| ISHARES TR | RUS MD CP GR ETF | $43.3M | 337,918 | 3.8% |
| ISHARES INC | CORE MSCI EMKT | $41.9M | 600,674 | 3.7% |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $40.0M | 1,186,543 | 3.5% |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $37.4M | 771,747 | 3.3% |
| ISHARES TR | RUS 1000 ETF | $30.9M | 86,531 | 2.7% |
| VANGUARD BD INDEX FDS | INTERMED TERM | $30.1M | 390,234 | 2.6% |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $27.2M | 762,244 | 2.4% |
| ISHARES TR | RUS MDCP VAL ETF | $26.4M | 180,890 | 2.3% |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $24.8M | 312,859 | 2.2% |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $24.1M | 908,162 | 2.1% |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $21.3M | 403,522 | 1.9% |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $16.3M | 482,096 | 1.4% |
| MERCK & CO INC | COM | $15.9M | 132,124 | 1.4% |
| APPLE INC | COM | $15.8M | 62,389 | 1.4% |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $13.2M | 185,127 | 1.2% |
| ISHARES TR | CORE S&P MCP ETF | $12.7M | 188,247 | 1.1% |
| ISHARES TR | CORE 1 5 YR USD | $11.9M | 245,302 | 1.0% |
| ISHARES TR | S&P 500 GRWT ETF | $11.9M | 104,868 | 1.0% |
| ISHARES TR | CORE US AGGBD ET | $11.7M | 117,871 | 1.0% |
| ISHARES TR | S&P 500 VAL ETF | $9.6M | 45,666 | 0.8% |
| ELI LILLY & CO | COM | $8.7M | 9,406 | 0.8% |
| SPDR SERIES TRUST | STATE STREET SPD | $7.8M | 266,705 | 0.7% |
| BERKSHIRE HATHAWAY INC DEL | CL A | $7.2M | 10 | 0.6% |
| ISHARES TR | MSCI ACWI ETF | $6.4M | 46,611 | 0.6% |
| ISHARES TR | ESG AWRE 1 5 YR | $6.4M | 253,896 | 0.6% |
| VANGUARD STAR FDS | VG TL INTL STK F | $5.6M | 72,624 | 0.5% |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.5M | 85,746 | 0.5% |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.3M | 16,557 | 0.5% |
| JOHNSON & JOHNSON | COM | $5.1M | 20,826 | 0.4% |
| ISHARES TR | U S EQUITY FACTR | $5.0M | 76,210 | 0.4% |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.0M | 10,475 | 0.4% |
| ISHARES TR | CORE S&P SCP ETF | $5.0M | 39,973 | 0.4% |
| VANGUARD INDEX FDS | GROWTH ETF | $4.9M | 11,133 | 0.4% |
| MICROSOFT CORP | COM | $4.8M | 13,016 | 0.4% |
| ISHARES TR | IBOXX INV CP ETF | $4.8M | 43,686 | 0.4% |
Changes between the last two quarters
- Dec 31, 2025 Wescott Financial Advisory Group, LLC increased Nvidia Corporation 9,588 -> 13,029 shares ($1,788,900 -> $2,429,906) sec.gov
- Dec 31, 2025 Wescott Financial Advisory Group, LLC opened a $2,972,434 position in Schwab Strategic Tr (90,623 shares) sec.gov
- Dec 31, 2025 Wescott Financial Advisory Group, LLC reduced Vanguard Star Fds 98,545 -> 73,502 shares ($7,239,123 -> $5,544,974) sec.gov
- Jun 30, 2025 Wescott Financial Advisory Group, LLC increased Vanguard Index Fds 4,359 -> 16,474 shares ($1,198,124 -> $5,007,080) sec.gov
- Mar 31, 2025 Wescott Financial Advisory Group, LLC increased Microsoft Corp 8,749 -> 13,530 shares ($3,687,819 -> $5,079,004) sec.gov
- Mar 31, 2025 Wescott Financial Advisory Group, LLC reduced Northrop Grumman Corp 5,046 -> 1,139 shares ($2,368,045 -> $583,195) sec.gov
- Mar 31, 2025 Wescott Financial Advisory Group, LLC opened a $7,984,416 position in Berkshire Hathaway Inc Del (10 shares) sec.gov
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 6 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedWescott Financial Advisory Group LLC: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Wescott is a $4.2 billion wealth adviser that sells family office services to multi-generational client families.)ClassificationFactwescott.com
- Sep 11, 2026Office discoveredWescott Financial Advisory Group LLC found on the SEC adviser roster (services_description)DiscoveryInferenceadviserinfo.sec.gov
- Mar 27, 2012Private fund first reportedWescott Financial Advisory Group LLC first reported WESCOTT MULTI-STRATEGY PRIVATE EQUITY LP on Form ADV at $1.5M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 30, 2020Private fund no longer reportedWESCOTT MULTI-STRATEGY PRIVATE EQUITY LP no longer reported on Wescott Financial Advisory Group LLC's Form ADV from 2020-03-30 (last gross asset value $0.7M on 2019-03-29)VehiclesFactadviserinfo.sec.gov
- Mar 27, 2015Private fund no longer reportedWESCOTT CS NOVA LP no longer reported on Wescott Financial Advisory Group LLC's Form ADV from 2015-03-27 (last gross asset value $0.0M on 2014-03-27)VehiclesFactadviserinfo.sec.gov
- Mar 27, 2012Private fund first reportedWescott Financial Advisory Group LLC first reported WESCOTT CS NOVA LP on Form ADV at $0.4M gross asset valueVehiclesFactadviserinfo.sec.gov
Sources and evidence
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 68 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (3 days)
Contactability
+40 named decision-makers (Grant Rawdin (Chairman, President, Ceo, Member, and Managing Board Member); Carrie Michelle Delgott (Chief Operations Officer and Chief Compliance Officer, Managing Board Member, President); Mark Mccarron (Chief Investment Officer, Managing Board Member))
+20 verified business phones (2)
+10 office address
Data confidence
+10 website
+10 people
+5 public holdings
+10 regulatory record
+15 independent sources (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 regulatory identifier (CIK, CRD or EIN)
+20 website
+30 independent sources (3 sources)
+30 analyst-verified
Research priority
+18 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($4,155,788,050)
+4 Form D vehicles linked
+0 rank (480)
Mandate confidence
no components; scored 0
Identity confidence
+90 classification (OUTSOURCED_FAMILY_OFFICE (Wescott is a $4.2 billion wealth adviser that sells family office services to multi-generational client families.))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 filed a 13F for a recent quarter (the entity operates; not deployment)
+25 a source-dated fact within 12 months (6 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | services_description | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-04-21 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | Wescott Financial Advisory Group LLC | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | ASSET ALLOCATION, FAMILY OFFICE SOLUTION SERVICES, TRUSTEE SERVICES | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 0 | Nov 14, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Nov 14, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,portfolio_management_businesses_institutions,pension_consulting,selection_of_other_advisers,other | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 1987-06-11 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 18 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | 215-979-1619 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 581 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":188,"raum_usd":82505584,"fewer_than_5":false},"corporations":{"clients":1,"raum_usd":840013,"fewer_than_5":false},"pension_plans":{"cl | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Employees | 48 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Filing address | 30 South Street 17th Street, Philadelphia, PA, 19103 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 30 South Street 17th Street, Philadelphia, PA, 19103 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 30 South Street 17th Street, Philadelphia, PA, 19103 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 30 South Street 17th Street, Philadelphia, PA, 19103 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 30 South Street 17th Street, Philadelphia, PA, 19103 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 30 South Street 17th Street, Philadelphia, PA, 19103 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 209 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 202 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 193 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 191 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 189 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 191 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $1.1B | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $1.1B | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $1.1B | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $1.0B | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $965M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $965M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Philadelphia, PA | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Philadelphia, PA | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Philadelphia, PA | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Philadelphia, PA | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Philadelphia, PA | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Philadelphia, PA | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Philadelphia, PA | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Legal form | Limited Liability Company | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | 30 SOUTH 17TH STREET, Philadelphia, PA, 19103-4196 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | outsourced_family_office “What Family Office Services Looks Like at Wescott” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) wescott.com | Fact |
| Private funds advised | 0 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 3,365 | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $2.9B | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $4.2B | Apr 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 7 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Website | wescott.com “office website wescott.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) wescott.com | Fact |