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| Wharton Wealth Planning LLC
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|
|---|---|
| CRD # | 319716 |
| SEC # | 801-135877 |
| CIK # | |
| AUM | $30.7 M (2026-06-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 646-450-7021 |
| Address | 3 Columbus Circle New York, NY 10019 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.4 |
| (b) Individuals (high net worth individuals) | 17 | 29.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 30.7 |
| By Discretionary | ||
| Discretionary | 17 | 28.8 |
| Non-Discretionary | 2 | 1.9 |
| Total | 19 | 30.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.7 | |
| Total | 19 | 30.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Complete Financial Planning Inc
✚
|
0.0 | |
|
Rotter Laura Ingber
✚
|
0.0 | |
|
Brightstone Capital Management LLC
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|
0.0 | |
|
Alphyn Capital Management LLC
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|
NY | 0.0 |
|
Parrot Finance Inc
✚
|
0.0 | |
|
Lotus Holdings LLC
✚
|
NY | 0.0 |
|
Castfirm Advisors LLC
✚
|
NY | 0.0 |
|
Port Capital Management LLC
✚
|
NY | 0.0 |
|
S Williams Capital LLC
✚
|
NY | 0.0 |
|
Smartadvisor LLC
✚
|
CA | 0.0 |