# WHARTON BUSINESS GROUP, LLC

WHARTON BUSINESS GROUP, LLC of MALVERN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 133722
- Type: SEC-registered investment adviser
- SEC file number: 801-70752
- Location: 110 N. PHOENIXVILLE PIKE, MALVERN, PA, 19355
- Phone: 484-327-8262
- Latest filing: 2026-08-01
- Regulatory AUM: $4.6B
- Discretionary AUM: $4.1B
- Non-discretionary AUM: $424.8M
- Clients: 5
- Accounts: 337

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Billy Joe Webster | CHIEF COMPLIANCE OFFICER | — |
| WEBSTER BILLY JOE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CCO | — |
| HEMBROUGH MARC ALEXANDER | MEMBER | — |
| DELANEY MATTHEW SULLIVAN | MEMBER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2009-10-23 | civil | ERISA PROHIBITED TRANSACTIONS - BREACH OF FIDUCIARY DUTY | Final | $1 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133722/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133722/similar
- Related entities: https://search.stillhousedata.com/firm/133722/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133722

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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.