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WHARTON WEALTH MANAGEMENT, LLC

110 Phoenixville Pike
Suite 300
Malvern, Pennsylvania 19355
Tel: 484-328-3590

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About WHARTON WEALTH MANAGEMENT, LLC

WHARTON WEALTH MANAGEMENT, LLC, formally registered with the SEC as WHARTON WEALTH MANAGEMENT, LLC. The firm was established in 05/18/2021. They have over 1 offices throughout the country.

WHARTON WEALTH MANAGEMENT, LLC is a Malvern, Pennsylvania based Financial Planning firm with nearly $126,194,085 assets under management, offering retirement planning & investment advisory services to 899 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#281348
SEC#801-121088
Assets Managed by Firm$126,194,085
No. of Clients899
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total899$126,194,085
Individuals (other than high net worth individuals)222$49,084,953
High net worth individuals56$68,973,892
Pension and profit sharing plans6$6,714,816
Corporations or other businessesFewer than 5 clients$1,420,424

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VANGUARD ADVISERS, INC.
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