← Back to searchVisit website
WHARTON BUSINESS GROUP, LLC
CRD 133722 · SEC 801-70752
110 N. PHOENIXVILLE PIKE, SUITE 300, MALVERN, PA, 19355, United States
Phone
484-327-8262
Fax
484-493-4601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.57B
Discretionary AUM
$4.14B
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $9.9M |
| High net worth individuals | 78 | $3.72B |
| Charitable organizations | 19 | $638.3M |
States served
NE, NJ, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD