WHARTON WEALTH PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$36,871,967
Discretionary
$34,751,835
Non-discretionary
$2,120,132
Firm details
- CRD number
- 319716
- SEC file number
- 801-135877
- Main office
- NEW YORK, NY, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.