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Wescott Financial Advisory Group LLC CRD 105989
$4.16B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
30 South 17Th Street, Philadelphia, PA 19103-4196 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-13 |
| TX | RA | APPROVED | 2022-01-13 |
Branch Locations
30 South 17Th Street, Philadelphia, PA 19103-4196 • United States
162 Main Street, Harleysville, PA 19438 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Planning Services, Ltd | Harleysville | PA | 06/2006 | 12/2021 |
| Wescott Financial Advisory Group Llc | Philadelphia | PA | 01/2022 | Present |
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