Wharton Wealth Management, 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 April 1, 2026, reports $209M in regulatory assets under management, 2 employees, and 951 accounts.
Assets Under Management
$209M
Employees
2
Offices
--
Total Clients
333
Primary office
MALVERN, PA
110 PHOENIXVILLE PIKE, SUITE 300, MALVERN, PA, United States
Top client segmentIndividuals represent 75.1% of total clients.
Top client categories% of clientsClients
1
Individuals
75.1%
250
2
HNWI
23.1%
77
3
Pension Plans
1.2%
4
4
Corporations
0.6%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$209Mas of April 1, 2026
Discretionary100.0%
$209M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$209M
Total Accounts951
10Y AUM Change+$108M (+106.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee167:1
10Y Employee Change0 (0.0%)
* 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.