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| Keyboard |
| Wharton Wealth Management LLC
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|---|---|
| CRD # | 281348 |
| SEC # | 801-121088 |
| CIK # | |
| AUM | 209.2 M (2026-04-01) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 484-328-3590 |
| Address | 110 Phoenixville Pike Malvern, PA 19355 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 65.0 |
| (b) Individuals (high net worth individuals) | 77 | 138.2 |
| (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 | 4 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 2 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 951 | 209.2 |
| By Discretionary | ||
| Discretionary | 951 | 209.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 951 | 209.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 209.2 | |
| Total | 951 | 209.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Runde & Co LLC
✚
|
WA | 209.5 M |
|
Babb Wealth Advisors LLC
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AZ | 209.4 M |
|
Creative Investment Group LLC
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TN | 209.0 M |
|
Werlinich Asset Management LLC
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209.0 M | |
|
Capital Asset Management LLC
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CO | 208.8 M |
|
Reservoir Retirement Management LLC
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|
OH | 208.8 M |
|
CAVU Wealth Management Inc
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|
CA | 208.8 M |
|
Madson Wealth Advisors Inc
✚
|
CA | 208.7 M |
|
Southcol Advisors LLC
✚
|
FL | 208.7 M |
|
Clarity Wealth Development LLC
✚
|
OR | 208.6 M |