Wharton Business Group, LLC
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 133722
- Registered since
- November 13, 2009
- Website
- aleragroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.44%
- Charitable Organizations13.98%
- Corporations / Businesses2.27%
- Pension & Profit Sharing Plans2.1%
- Individuals0.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wharton Business Group, LLC is an SEC-registered investment adviser (since 2009) that serves high-net-worth individuals, families and institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting with insurance brokerage services. Its fees are charged as a percentage of assets under management and, at times, on hourly or fixed-fee arrangements. The firm reports a preference for equity investments and does not identify as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds34%
- Non-Exchange Traded Equities11%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Billy Webster
Chief Investment OfficerCRD 1942601
Contacts
2 of 2Marc Hembrough
Managing MemberCRD 1284578
Matthew Delaney
PartnerCRD 2446404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$3.1B in ETFs
78%
$2.4B
13%
$681M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $256M | 1,167,255 | 8.35% |
Location
Malvern, PA
Chester
Location
Malvern, PA
Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 110 Phoenixville Pike
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Traynor Capital Management
RIAMalvern, PA
Old Glory Asset Management LLC
RIAMalvern, PA
Pacer Advisors, Inc.
RIAMalvern, PA
Taurus Private Markets, LLC
RIAMalvern, PA
Malvern Capital Management
RIAMalvern, PA
CMG Capital Management Group, Inc.
RIAMalvern, PA