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| Keyboard |
| Wharton Business Group LLC
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|
|---|---|
| CRD # | 133722 |
| SEC # | 801-70752 |
| CIK # | 0001513126 |
| AUM | 4,566.1 M (2026-03-24) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 484-327-8262 |
| Address | 110 N Phoenixville Pike Malvern, PA 19355 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Cummins Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 0.0 |
| (b) Individuals (high net worth individuals) | 78 | 3.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 19 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 337 | 4.6 |
| By Discretionary | ||
| Discretionary | 308 | 4.1 |
| Non-Discretionary | 29 | 0.4 |
| Total | 337 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 337 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001513126] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.6B |
| Serves | Institutional, Retail |
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