Wharton Wealth Management, LLC
● SEC registered since 2021CRD 281348SEC# 801-121088Malvern, PA
Reg. AUM
$209.2M
Employees
2
Accounts
951
Location
Malvern, PA
Wharton Wealth Management, LLC assets under management
Wharton Wealth Management, LLC is an SEC-registered investment adviser based in Malvern, PA. The firm has been registered since 2021. It reports $209.2 million in regulatory assets under management and employs 2 people.
Wharton Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Charles Gueriera Control | President And Cco | Over 75% | 2015 |
Frequently asked questions
How much does Wharton Wealth Management, LLC manage?
Wharton Wealth Management, LLC reports $209.2 million in regulatory assets under management on its Form ADV.
How many employees does Wharton Wealth Management, LLC have?
Wharton Wealth Management, LLC reports 2 employees.
Where is Wharton Wealth Management, LLC located?
Wharton Wealth Management, LLC is based in Malvern, PA and has been SEC-registered since 2021.
Does Wharton Wealth Management, LLC disclose fund performance?
Wharton Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 Phoenixville Pike, Suite 300, Malvern, PA 19355 |
| Phone | 484-328-3590 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$209.2M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$209.2Mregulatory AUM
Discretionary $209.2M