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Wharton Wealth Management, LLC

● SEC registered since 2021CRD 281348SEC# 801-121088Malvern, PA
Export (members)
Reg. AUM
$170.4M
Employees
2
Accounts
914
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 $170.4 million in regulatory assets under management and employs 2 people.
www.whartonwealth.comView on SEC.gov ↗

Wharton Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Charles Gueriera ControlPresident And CcoOver 75%2015

Frequently asked questions

How much does Wharton Wealth Management, LLC manage?

Wharton Wealth Management, LLC reports $170.4 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

Address110 Phoenixville Pike, Suite 300, Malvern, PA 19355
Phone484-328-3590
Office hours9 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$170.4M
Non-discretionary$0
Total (RAUM)$170.4M