Wharton Business Group, LLC
● SEC registered since 2009CRD 133722SEC# 801-70752Malvern, PA
Reg. AUM
$4.57B
Employees
5
Accounts
337
Location
Malvern, PA
Wharton Business Group, LLC assets under management
Wharton Business Group, LLC operates as an SEC-registered investment adviser based in Malvern, PA. The firm has been registered since 2009. It reports $4.6 billion in regulatory assets under management and employs 5 people.
Wharton Business Group, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alera Group Inc Control | Direct Owner | Over 75% | 2022 |
| Billy Joe Webster Control | Chief Compliance Officer | Under 5% | 2009 |
| Alera Group Holdings, Inc Control | Indirect Owner | Over 75% | 2022 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wharton Business Group, LLC manage?
Wharton Business Group, LLC reports $4.6 billion in regulatory assets under management on its Form ADV.
How many employees does Wharton Business Group, LLC have?
Wharton Business Group, LLC reports 5 employees.
Where is Wharton Business Group, LLC located?
Wharton Business Group, LLC is based in Malvern, PA and has been SEC-registered since 2009.
Does Wharton Business Group, LLC disclose fund performance?
Wharton Business Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 N. Phoenixville Pike, Suite 300, Malvern, PA 19355 |
| Phone | 484-327-8262 |
| Fax | 484-493-4601 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1513126 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.57B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$4.57Bregulatory AUM
Discretionary $4.14BNon-discretionary $424.8M