Wharton Wealth Planning, LLC

Overview

Wharton Wealth Planning, LLC is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management services primarily to individuals and families and to small business owners. The firm charges clients based on a percentage of assets under management and also offers hourly and fixed-fee arrangements. According to the filing data, the adviser is registered with the SEC (registered year shown as 2026) and reports being an active ESG investor. Wharton is not a capital allocator and does not present itself as a multi-state or pension consultant; its core advisory activities are financial planning and discretionary portfolio management for individual and small-business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives