1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WHARTON WEALTH MANAGEMENT, LLC

Map pinMALVERN, PA
Phone484-328-3590
NotebookSEC #801-121088
Total AUM
$209.2M
Employees
2
Clients
333

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 PHOENIXVILLE PIKE
SUITE 300
MALVERN
PA 19355
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
484-328-3590

ReceiptFinancials

Total AUM
$209.2M
Accounts
951
Discretionary
$209.2M
Accounts
951
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
250
AUM
$65M
HNW Individual Clients
77
AUM
$138.2M
Pension/Profit Sharing Plan Clients
4
AUM
$3.5M
Corporation or Business Clients
2
AUM
$2.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CODEFLNHNJNYPATXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account