Wharton Wealth Management, LLC
Wharton Wealth Management, LLC is an SEC-registered mass-market adviser in Malvern, PA with $209.2M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Wharton Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281348, SEC 801-121088, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $209.2M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Malvern, PA
- Employees
- 2
- Clients
- 333
- CRD
- 281348
- Ownership
- GUERIERA, ROBERT, CHARLES
How much AUM does Wharton Wealth Management, LLC have?
Wharton Wealth Management, LLC reported $209.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Wharton Wealth Management, LLC?
Disclosed owners and executives of Wharton Wealth Management, LLC include GUERIERA, ROBERT, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.