# THE WHARTON ADVISORY GROUP, LLC

THE WHARTON ADVISORY GROUP, LLC of WAYNE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 120522
- Type: SEC-registered investment adviser
- SEC file number: 801-61238
- Location: 148 EAST LANCASTER AVENUE, WAYNE, PA, 19087
- Phone: 610-293-9000
- Latest filing: 2018-03-30
- Regulatory AUM: $638.3M
- Discretionary AUM: $638.3M
- Clients: 12
- Accounts: 1,142

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| FITZGERALD DAVID LOUIS | MEMBER; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| COMYNS MARK GERARD | MEMBER | — |
| QUINN DANIEL PATRICK | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120522/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120522/similar
- Related entities: https://search.stillhousedata.com/firm/120522/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120522

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.