WHARTON BUSINESS GROUP, LLC
CRD #133722 SEC #801-70752 MALVERN, PA 484-328-3590
SEC Registered
Total AUM
$4B
Discretionary
$3.6B
Employees
5
Clients
51
Accounts
343
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4B | $3.6B | $392.1M | 5 | 0 |
| Jun 2025 | $4B | $3.6B | $392.1M | 5 | 0 |
| Mar 2025 | $4B | $3.6B | $392.1M | 5 | 0 |
| Mar 2025 | $4B | $3.6B | $392.1M | 5 | 0 |
| Dec 2024 | $3.7B | $3.3B | $319.1M | 5 | 0 |
| Apr 2024 | $3.7B | $3.3B | $319.1M | 5 | 0 |
| Mar 2023 | $3.4B | $3.1B | $288.9M | 5 | 0 |
| Mar 2022 | $3.4B | $3.2B | $287.5M | 5 | 0 |
| Mar 2021 | $3.1B | $2.8B | $265.9M | 5 | 0 |
| Mar 2021 | $3.1B | $2.8B | $265.9M | 5 | 0 |
| Jun 2020 | $2.3B | $2.1B | $211.3M | 5 | 0 |
| Apr 2020 | $2.3B | $2.1B | $211.3M | 5 | 0 |
| Mar 2019 | $2.3B | $2.1B | $230.3M | 5 | 0 |
| Mar 2018 | $2.3B | $2B | $259M | 7 | 0 |
| Mar 2017 | $2B | $1.8B | $212.5M | 7 | 26 |
| Dec 2016 | $1.9B | $1.7B | $266.3M | 7 | 26 |
| Mar 2016 | $1.9B | $1.7B | $266.3M | 7 | 26 |
| Jul 2015 | $2.1B | $1.8B | $293.1M | 7 | 26 |
| Jun 2015 | $2.1B | $1.8B | $293.1M | 7 | 26 |
| Mar 2015 | $2.1B | $1.8B | $293.1M | 7 | 26 |
| Jan 2015 | $1.7B | $1.6B | $152.2M | 7 | 26 |
| Mar 2014 | $1.7B | $1.6B | $152.2M | 7 | 26 |
| Jul 2013 | $1.7B | $1.5B | $181.6M | 7 | 26 |
| Jul 2013 | $1.7B | $1.5B | $181.6M | 7 | 26 |
| Apr 2013 | $1.7B | $1.5B | $181.6M | 7 | 26 |
| May 2012 | $1.5B | $1.3B | $172.4M | 1 | 26 |
| Apr 2011 | $1.5B | $1.3B | $186.9M | 5 | -- |
| Mar 2011 | $1.5B | $1.3B | $186.9M | 5 | -- |
| Mar 2010 | $1.1B | $960.2M | $92.8M | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$4B
Discretionary$3.6B
Non-Disc.$392.1M
Employees5
Clients0
DateJun 2025
Total AUM$4B
Discretionary$3.6B
Non-Disc.$392.1M
Employees5
Clients0
DateMar 2025
Total AUM$4B
Discretionary$3.6B
Non-Disc.$392.1M
Employees5
Clients0
DateMar 2025
Total AUM$4B
Discretionary$3.6B
Non-Disc.$392.1M
Employees5
Clients0
DateDec 2024
Total AUM$3.7B
Discretionary$3.3B
Non-Disc.$319.1M
Employees5
Clients0
DateApr 2024
Total AUM$3.7B
Discretionary$3.3B
Non-Disc.$319.1M
Employees5
Clients0
DateMar 2023
Total AUM$3.4B
Discretionary$3.1B
Non-Disc.$288.9M
Employees5
Clients0
DateMar 2022
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$287.5M
Employees5
Clients0
DateMar 2021
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$265.9M
Employees5
Clients0
DateMar 2021
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$265.9M
Employees5
Clients0
DateJun 2020
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$211.3M
Employees5
Clients0
DateApr 2020
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$211.3M
Employees5
Clients0
DateMar 2019
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$230.3M
Employees5
Clients0
DateMar 2018
Total AUM$2.3B
Discretionary$2B
Non-Disc.$259M
Employees7
Clients0
DateMar 2017
Total AUM$2B
Discretionary$1.8B
Non-Disc.$212.5M
Employees7
Clients26
DateDec 2016
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$266.3M
Employees7
Clients26
DateMar 2016
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$266.3M
Employees7
Clients26
DateJul 2015
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$293.1M
Employees7
Clients26
DateJun 2015
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$293.1M
Employees7
Clients26
DateMar 2015
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$293.1M
Employees7
Clients26
DateJan 2015
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$152.2M
Employees7
Clients26
DateMar 2014
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$152.2M
Employees7
Clients26
DateJul 2013
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$181.6M
Employees7
Clients26
DateJul 2013
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$181.6M
Employees7
Clients26
DateApr 2013
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$181.6M
Employees7
Clients26
DateMay 2012
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$172.4M
Employees1
Clients26
DateApr 2011
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$186.9M
Employees5
Clients--
DateMar 2011
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$186.9M
Employees5
Clients--
DateMar 2010
Total AUM$1.1B
Discretionary$960.2M
Non-Disc.$92.8M
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--