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Building 2WHARTON WEALTH PLANNING, LLC

Map pinNEW YORK, NY
Phone646-450-7021
NotebookSEC #801-135877
Total AUM
$30.7M
Employees
1
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 COLUMBUS CIRCLE
FLOOR 15
NEW YORK
NY 10019
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
646-450-7021
Other Offices
1

ReceiptFinancials

Total AUM
$30.7M
Accounts
19
Discretionary
$28.8M
Accounts
17
Non-Discretionary
$1.9M
Accounts
2

ContactClients

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Individual Clients
2
AUM
$1.4M
HNW Individual Clients
17
AUM
$29.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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