Daniel E. Holdridge

WEDMONT PRIVATE CAPITAL

Madison, WI 53713

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CRD#: 6707138

Professional summary

Daniel Earl Holdridge, CFP®, who also goes by Dan Holdridge, Daniel Holdridge, is a registered financial advisor currently at WEDMONT PRIVATE CAPITAL located in Madison, Wisconsin.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Daniel has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Holdridge | Daniel Holdridge

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Earl Holdridge's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

June 16, 2025 - Present

WEDMONT PRIVATE CAPITAL

Office #1: 1574 W Broadway Suite 200, Madison, WI 53713

RIA

CRD#: 305815

Madison, WI

Past

October 13, 2020 - June 2, 2025

SAVANT WEALTH MANAGEMENT

RIA

CRD#: 107271

Madison, WI

Past

September 28, 2016 - February 5, 2020

WIPFLI FINANCIAL ADVISORS, LLC

RIA

CRD#: 109983

Green Bay, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEDMONT PRIVATE CAPITAL

WEDMONT PRIVATE CAPITAL | WEDMONT PRIVATE CAPITAL, LLC

CRD#: 305815 / SEC#: 801-121179

RIA

Registered Investment Advisory firm - (5/19/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (5/28/2021 Terminated)

New York

Registered Investment Advisory firm - (5/28/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/3/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/28/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/16/2025)

IAR

Wisconsin
(6/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/2/2016

Uniform Investment Adviser Law Examination

Current Firm

WEDMONT PRIVATE CAPITAL

WEDMONT PRIVATE CAPITAL | WEDMONT PRIVATE CAPITAL, LLC

CRD#: 305815 / SEC#: 801-121179

RIA

Registered Investment Advisory firm - (5/19/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (5/28/2021 Terminated)

New York

Registered Investment Advisory firm - (5/28/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/3/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/28/2021 Terminated)

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Contact information

Main Address

26 South Church Street Suite 1a, West Chester, PA 19382

Mailing Address

Phone number

(610) 885-8200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WPC PART 2A (1/21/2025)

Regulatory assets under management

Total Number of Accounts	2,017
AUM (Assets Under Management)	$ 2,370,836,249

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel E. Holdridge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Earl Holdridge's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEDMONT PRIVATE CAPITAL

SAVANT WEALTH MANAGEMENT

WIPFLI FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

WEDMONT PRIVATE CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2016

Current Firm

WEDMONT PRIVATE CAPITAL

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEDMONT PRIVATE CAPITAL

TRUST BUT VERIFY

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