WHARTON WEALTH MANAGEMENT, LLC

WHARTON WEALTH MANAGEMENT, LLC of MALVERN, PA is an SEC-registered investment adviser (CRD 281348). Regulatory assets under management: $209.2M.

Registration

• CRD: 281348
• SEC file number: 801-121088
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281348 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search