Wharton Business Group, LLC
Malvern, PA·SEC-registered · CRD #133722
Wharton Business Group, LLC is an SEC-registered investment advisory firm in Malvern, PA managing $4.6B across 366 client accounts, with 3 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.6B
Client accounts
366
Advisory staff
3
Fee model
Fee-based
How Wharton Business Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Wharton Business Group, LLC
How much does Wharton Business Group, LLC manage?
Per its most recent SEC Form ADV filing (03/24/2026), Wharton Business Group, LLC reports $4.6B in regulatory assets under management across roughly 366 client accounts.
How does Wharton Business Group, LLC charge?
Wharton Business Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wharton Business Group, LLC a fiduciary?
Yes. Wharton Business Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #133722), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wharton Business Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wharton Business Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Malvern, PA
Profile compiled from Wharton Business Group, LLC's public SEC Form ADV filing (CRD #133722, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wharton Business Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wharton Business Group, LLC? Claim this profile.