WHARTON BUSINESS GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$4,566,061,373
Discretionary
$4,141,296,104
Non-discretionary
$424,765,269
Firm details
- CRD number
- 133722
- SEC file number
- 801-70752
- Main office
- MALVERN, PA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://aleragroup.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.