# Wharton Business Group

Wharton Business Group is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 133722
- **SEC file number:** 801-70752
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133722

## About

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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wharton-business-group-llc

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