Wharton Business Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Malvern, PA. Its latest Form ADV filing, dated March 24, 2026, reports $4.6B in regulatory assets under management, 5 employees, 1 office, and 337 accounts.
Assets Under Management
$4.6B
Employees
5
Offices
1 office
Total Clients
119
Primary office
MALVERN, PA
110 N. PHOENIXVILLE PIKE, SUITE 300, MALVERN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.5% of total clients.
Top client categories% of clientsClients
1
HNWI
65.5%
78
2
Individuals
18.5%
22
3
Charitable
16.0%
19
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of March 24, 2026
Discretionary90.7%
$4.1B
91% of total RAUM90.7%
Non-discretionary9.3%
$425M
9% of total RAUM9.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.6B
Total Accounts337
10Y AUM Change+$2.5B (+123.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee24:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.