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Wedmont Private Capital
WEST CHESTER, PA
CRD: 305815
In PWD coverage since August 21, 2026 · 1 story
$3.4BRegulatory AUMSEC Form ADV · Sep 25
16EmployeesForm ADV
Regulatory AUM · Aug 21 – Sep 25
PWD coverage
portfolio
Box Spreads Turn Borrowing Into an Options Trade
The strategy gives wealthy clients liquidity without a tax event, but its edge over a bank depends on options pricing.