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| Wharton Wealth Management LLC
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|
|---|---|
| CRD # | 281348 |
| SEC # | 801-121088 |
| CIK # | |
| AUM | $170.4 M (2025-03-31) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 484-328-3590 |
| Address | 110 Phoenixville Pike Malvern, PA 19355 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 54.9 |
| (b) Individuals (high net worth individuals) | 75 | 110.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 914 | 170.4 |
| By Discretionary | ||
| Discretionary | 914 | 170.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 914 | 170.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.4 | |
| Total | 914 | 170.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lexington Hill Partners LLC
✚
|
TX | 0.2 |
|
Granite Financial Group LLC
✚
|
WI | 0.2 |
|
Clarity Wealth Development LLC
✚
|
OR | 0.2 |
|
Rossjohnson & Associates LLC
✚
|
MN | 0.2 |
|
Robinson Value Management Ltd
✚
|
TX | 0.2 |
|
Apex Wealth Management LLC
✚
|
NH | 0.2 |
|
George M Hiller Companies LLC
✚
|
GA | 0.2 |
|
Smartharvest Portfolios LLC
✚
|
0.2 | |
|
McBride Financial Advisors LLC
✚
|
0.2 | |
|
Golden Road Advisors LLC
✚
|
FL | 0.2 |