# WHARTON WEALTH PLANNING, LLC

WHARTON WEALTH PLANNING, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 319716
- Type: SEC-registered investment adviser
- SEC file number: 801-135877
- Location: 3 COLUMBUS CIRCLE, FLOOR 15, NEW YORK, NY, 10019
- Phone: 646-450-7021
- Latest filing: 2026-07-02
- Regulatory AUM: $36.9M
- Discretionary AUM: $34.8M
- Non-discretionary AUM: $2.1M
- Clients: 1
- Accounts: 21

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| David Bruce Rosenstrock | DIRECTOR/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/319716/brochure
- Similar advisers: https://search.stillhousedata.com/firm/319716/similar
- Related entities: https://search.stillhousedata.com/firm/319716/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/319716

---

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.