WHARTON WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2021

Total AUM

$209M

Discretionary

$209M

100% of AUM

Avg account

$220K

Accounts

951

Employees

Advisory reps

Firm details

Headquarters: MALVERN, Pennsylvania
CRD number: 281348
Registered since: May 18, 2021
Website: whartonwealth.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI66.06%
Individuals31.07%
Pension & Profit Sharing Plans1.66%
Corporations / Businesses1.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wharton Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm provides fee-based planning and portfolio management services, charging a percentage of assets under management and offering hourly advisory work as well. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and businesses, pension consulting services, and selection of other advisers. Wharton is not positioned as an ESG-focused manager and lists affiliations with other investment advisers and an insurance company.