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WHARTON WEALTH MANAGEMENT, LLC
CRD 281348 · SEC 801-121088
110 PHOENIXVILLE PIKE, SUITE 300, MALVERN, PA, 19355, United States
Phone
484-328-3590
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$209.2M
Discretionary AUM
$209.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 250 | $65.0M |
| High net worth individuals | 77 | $138.2M |
| Pension/profit sharing plans | 4 | $3.5M |
| Corporations/business entities | 2 | $2.5M |
States served
CO, DE, NJ, NY, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD