Wharton Business Group

Wharton Business Group, LLC is an SEC-registered investment adviser in Malvern, PA, registered since 2009. The firm manages $4.6 billion in assets, with $4.1...

Wharton Business Group

Wharton Business Group, LLC is an SEC-registered investment adviser in Malvern, PA, registered since 2009. The firm manages $4.6 billion in assets, with $4.1 billion on a discretionary basis. It has 5 employees and 3 investment advisers.

General information

Firm type

Asset Manager

What is Wharton Business Group?

Wharton Business Group is a asset manager tracked on Altss.

What does Altss track for Wharton Business Group?

Altss maintains an OSINT-verified profile of Wharton Business Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is Wharton Business Group?

Wharton Business Group is classified by Altss as a Asset Manager.

How does Altss source intelligence on Wharton Business Group?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Wharton Business Group's Altss profile last updated?

Wharton Business Group's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.