WHARTON WEALTH PLANNING, LLC

WHARTON WEALTH PLANNING, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 319716). Regulatory assets under management: $36.9M.

Registration

• CRD: 319716
• SEC file number: 801-135877
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319716 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search