Wharton Wealth Planning, LLC
Wharton Wealth Planning, LLC is an SEC-registered ria with $30.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wharton Wealth Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319716, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $30.7M (2026-06-10)
- Firm type
- Ria
- Employees
- 1
- Clients
- 19
- CRD
- 319716
- Ownership
- ROSENSTROCK, DAVID, BRUCE
How much AUM does Wharton Wealth Planning, LLC have?
Wharton Wealth Planning, LLC reported $30.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Wharton Wealth Planning, LLC?
Disclosed owners and executives of Wharton Wealth Planning, LLC include ROSENSTROCK, DAVID, BRUCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.