Investment adviser · CRD 120522

THE WHARTON ADVISORY GROUP, LLC

Investment adviser filing (IA)

WAYNE, PA, United States · Form ADV filed Mar 30, 2018

Regulatory AUM
$638M
Form ADV · Item 5.F
Client accounts
1,142
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
12
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals327$353,568,92655.4%
High-net-worth individuals130$253,725,62939.7%
Charities7$21,211,7933.3%
Corporations & businesses5$4,963,0260.8%
Retirement plans8$4,860,1660.8%
Filing source

Form ADV 1165036 · Mar 30, 2018 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

148 EAST LANCASTER AVENUE
WAYNE, PA, 19087, United States

CRD 120522

Filing source

Form ADV 1165036 · Mar 30, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.