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WHARTON WEALTH MANAGEMENT, LLC

MALVERN, PA · CRD 281348 · IAPD ↗ · whartonwealth.com · 484-328-3590

$209.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2024 — WHARTON WEALTH MANAGEMENT, LLC notice-filed in VA.
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.