WHARTON WEALTH PLANNING, LLC

Overview

Wharton Wealth Planning, LLC is an independent registered investment adviser operating as a limited liability company and organized for individual and family clients. The firm provides financial planning and portfolio management services for individuals and small businesses, and it bills through a mix of percentage of AUM, hourly charges and fixed fees. Wharton Wealth Planning identifies as an active ESG investor and manages most client assets on a discretionary basis. With a small client base and a concentrated asset pool, the firm presents as a boutique advisory practice that leans on public funds and mutual funds for core portfolio construction while incorporating alternative exposure through real estate third‑party managers. The use of multiple fee structures and both discretionary and non‑discretionary arrangements suggests a mix of ongoing managed relationships and project or advisory engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices