Wilmerding & Associates Inc. (West Conshohocken)
David Edwards
Updated on March 21, 2026
Wilmerding & Associates Inc. is a large advisory firm based in West Conshohocken. It manages $43.34 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Wilmerding & Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Wilmerding & Associates: assets under management
The assets under management (AUM) of Wilmerding & Associates Inc. is $43.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $43.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.41 million each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Wilmerding & Associates Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Wilmerding & Associates Inc.
David Richmond Wilmerding has been acting as President since 1 Feb 1989. Mary Elizabeth Creigh Pfeil has served as the Chief Investment Officer since 1 Aug 2000. Sheila Marie Heenan joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Based in West Conshohocken
The principal office where Wilmerding & Associates Inc. performs its advisory services is located at One Tower Bridge, West Conshohocken, PA 19428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-834-1080 or by fax 610-834-0474. The normal business hours are 9:00 am thru 5:00 pm on Monday - Friday.
