# WHARTON WEALTH MANAGEMENT, LLC

WHARTON WEALTH MANAGEMENT, LLC of MALVERN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 281348
- Type: SEC-registered investment adviser
- SEC file number: 801-121088
- Location: 110 PHOENIXVILLE PIKE, SUITE 300, MALVERN, PA, 19355
- Phone: 484-328-3590
- Latest filing: 2026-04-01
- Regulatory AUM: $209.2M
- Discretionary AUM: $209.2M
- Clients: 2
- Accounts: 951

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Robert Charles Gueriera | PRESIDENT AND CCO | — |
| GUERIERA ROBERT CHARLES | PRESIDENT AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281348/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281348/similar
- Related entities: https://search.stillhousedata.com/firm/281348/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281348

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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.