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WHARTON BUSINESS GROUP, LLC

MALVERN, PA · CRD 133722 · IAPD ↗ · aleragroup.com · 484-327-8262

$4.57BRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
6States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
December 2025 — WHARTON BUSINESS GROUP, LLC changed its website from whartonbusinessgroupllc.com to aleragroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
January 2025 — WHARTON BUSINESS GROUP, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.