PPrivate Fund Data Log in Join · $37/mo

Wharton Business Group, LLC

● SEC registered since 2009CRD 133722SEC# 801-70752Malvern, PA
Export (members)
Reg. AUM
$4.01B
Employees
5
Accounts
343
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 billion in regulatory assets under management and employs 5 people.
aleragroup.comView on SEC.gov ↗

Wharton Business Group, LLC owners & executives

6 reported
NameTitleOwnershipSince
Alera Group Inc ControlDirect OwnerOver 75%2022
Billy Joe Webster ControlChief Compliance OfficerUnder 5%2009
Alera Group Holdings, Inc ControlIndirect OwnerOver 75%2022
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Wharton Business Group, LLC manage?

Wharton Business Group, LLC reports $4 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

Address110 N. Phoenixville Pike, Suite 300, Malvern, PA 19355
Phone484-327-8262
Fax484-493-4601
Office hours9 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1513126
Discloses disciplinary historyYes

Assets under management

Discretionary$3.62B
Non-discretionary$392.1M
Total (RAUM)$4.01B