THE WHARTON ADVISORY GROUP, LLC
CRD #120522 SEC #801-61238 WAYNE, PA 610-293-9000
SEC Registered
Total AUM
$638.3M
Discretionary
$638.3M
Employees
12
Clients
1
Accounts
1,142
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $638.3M | $638.3M | $0 | 12 | 0 |
| Sep 2017 | $368.1M | $368.1M | $0 | 15 | 400 |
| Mar 2017 | $368.1M | $368.1M | $0 | 15 | 400 |
| Mar 2016 | $301.3M | $301.3M | $0 | 15 | 300 |
| Mar 2015 | $484.1M | $484.1M | $0 | 23 | 700 |
| Mar 2014 | $378.1M | $378.1M | $0 | 22 | 700 |
| Mar 2013 | $307M | $307M | $0 | 14 | 200 |
| Jun 2012 | $225.8M | $225.8M | $0 | 6 | 200 |
| Jun 2012 | $225.8M | $225.8M | $0 | 6 | 200 |
| May 2012 | $225.8M | $225.8M | $0 | 6 | 200 |
| Apr 2012 | $225.8M | $225.8M | $0 | 6 | 200 |
| Mar 2012 | $225.8M | $225.8M | $0 | 6 | 200 |
| Jun 2011 | $189.9M | $189.9M | $0 | 10 | -- |
| Apr 2011 | $189.9M | $189.9M | $0 | 10 | -- |
| Jan 2011 | $156M | $156M | $0 | 10 | -- |
| Aug 2010 | $156M | $0 | $156M | 10 | -- |
| Aug 2010 | $156M | $0 | $156M | 10 | -- |
| Mar 2008 | $173.3M | $0 | $173.3M | 10 | -- |
| Mar 2007 | $128.8M | $0 | $128.8M | 10 | -- |
| Mar 2006 | $104.7M | $104.7M | $0 | 10 | -- |
| Mar 2004 | $53.2M | $0 | $53.2M | 5 | -- |
| Jan 2004 | $33.3M | $0 | $33.3M | 5 | -- |
DateMar 2018
Total AUM$638.3M
Discretionary$638.3M
Non-Disc.$0
Employees12
Clients0
DateSep 2017
Total AUM$368.1M
Discretionary$368.1M
Non-Disc.$0
Employees15
Clients400
DateMar 2017
Total AUM$368.1M
Discretionary$368.1M
Non-Disc.$0
Employees15
Clients400
DateMar 2016
Total AUM$301.3M
Discretionary$301.3M
Non-Disc.$0
Employees15
Clients300
DateMar 2015
Total AUM$484.1M
Discretionary$484.1M
Non-Disc.$0
Employees23
Clients700
DateMar 2014
Total AUM$378.1M
Discretionary$378.1M
Non-Disc.$0
Employees22
Clients700
DateMar 2013
Total AUM$307M
Discretionary$307M
Non-Disc.$0
Employees14
Clients200
DateJun 2012
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees6
Clients200
DateJun 2012
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees6
Clients200
DateMay 2012
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees6
Clients200
DateApr 2012
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees6
Clients200
DateJun 2011
Total AUM$189.9M
Discretionary$189.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$189.9M
Discretionary$189.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$156M
Discretionary$0
Non-Disc.$156M
Employees10
Clients--
DateAug 2010
Total AUM$156M
Discretionary$0
Non-Disc.$156M
Employees10
Clients--
DateMar 2008
Total AUM$173.3M
Discretionary$0
Non-Disc.$173.3M
Employees10
Clients--
DateMar 2007
Total AUM$128.8M
Discretionary$0
Non-Disc.$128.8M
Employees10
Clients--
DateMar 2006
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$53.2M
Discretionary$0
Non-Disc.$53.2M
Employees5
Clients--
DateJan 2004
Total AUM$33.3M
Discretionary$0
Non-Disc.$33.3M
Employees5
Clients--