Alexandra Kroot
Wedmont Private Capital · Phoenix, Arizona
Alexandra Kroot is a fee-only financial advisor at Wedmont Private Capital in Phoenix, Arizona, who holds the CFP credential. Wedmont Private Capital reports charging fixed fees on its Form ADV.
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Facts
| Firm | Wedmont Private Capital |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $3.44B across 2,437 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6878453 |
| Exams passed | Series 63 (2020) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wedmont.com |
How Alexandra's firm compares
- Wedmont Private Capital's average account is about $1.4 million, from its Form ADV (assets managed divided by 2,437 accounts).
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Questions about Alexandra
Is Alexandra Kroot a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexandra holds no broker registration, and Wedmont Private Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexandra charge for financial advice?
Alexandra's firm, Wedmont Private Capital, reports charging fixed fees on its SEC Form ADV.
Where is Alexandra Kroot based?
Alexandra Kroot is based in Phoenix, Arizona.
What credentials does Alexandra Kroot hold?
Alexandra Kroot holds the CFP credential.
Is Alexandra Kroot registered with the SEC?
Yes. Alexandra Kroot is registered as an investment adviser representative in AZ and TX (CRD 6878453), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wedmont Private Capital manage?
Wedmont Private Capital reports $3.44B across 2,437 accounts in assets under management.
How do I contact Alexandra Kroot?
Through Alexandra's website, www.wedmont.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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