RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GUERIERA, ROBERT, CHARLESIPRESIDENT AND CCOE Control
GUERIERA, ROBERT, CHARLESIPRESIDENT AND CCOE Control
GUERIERA, ROBERT, CHARLESIPRESIDENT AND CCOE Control
GUERIERA, ROBERT, CHARLESIPRESIDENT AND CCOE Control
GUERIERA, ROBERT, CHARLESIPRESIDENT AND CCOE Control
GUERIERA, ROBERT, CHARLESIPRESIDENT AND CCOE Control
GUERIERA, ROBERT, CHARLESIPRESIDENT AND CCOE Control
GUERIERA, ROBERT, CHARLESIPRESIDENT AND CCOE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (9)

CO DE FL NH NJ NY PA TX VA

Address

110 PHOENIXVILLE PIKE
SUITE 300
MALVERN, PA 19355
United States
Phone: 484-328-3590