WHARTON WEALTH MANAGEMENT, LLC
CRD #281348 SEC #801-121088 MALVERN, PA 484-328-3590
SEC Registered
Total AUM
$170.4M
Discretionary
$170.4M
Employees
2
Clients
0
Accounts
914
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $170.4M | $170.4M | $0 | 2 | 0 |
| Mar 2024 | $148.2M | $148.2M | $0 | 2 | 0 |
| Mar 2023 | $126.2M | $126.2M | $0 | 3 | 1 |
| Nov 2022 | $127.7M | $127.7M | $0 | 2 | 2 |
| Mar 2022 | $127.7M | $127.7M | $0 | 2 | 2 |
| May 2021 | $101.5M | $101.5M | $0 | 2 | 2 |
| Apr 2021 | $101.5M | $101.5M | $0 | 2 | 2 |
| Mar 2021 | $101.5M | $101.5M | $0 | 2 | 2 |
DateMar 2025
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees3
Clients1
DateNov 2022
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees2
Clients2
DateMar 2022
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees2
Clients2
DateMay 2021
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees2
Clients2
DateApr 2021
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees2
Clients2
DateMar 2021
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees2
Clients2