WHARTON WEALTH MANAGEMENT, LLC

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

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 $148,196,485 assets under management, offering retirement planning & investment advisory services to 952 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281348
SEC#	801-121088
Assets Managed by Firm	$148,196,485
No. of Clients	952
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	952	$148,196,485
Individuals (other than high net worth individuals)	249	$49,840,026
High net worth individuals	63	$93,163,115
Pension and profit sharing plans	5	$2,352,903
Corporations or other businesses	Fewer than 5 clients	$2,840,441

More Retirement Planning firms in Malvern, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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