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Home > Retirement Planners > pennsylvania > malvern > WHARTON WEALTH MANAGEMENT, LLC
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 |
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