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WHARTON WEALTH PLANNING, LLC
Wharton Wealth Planning is a New York-based RIA multi-family office focused on financial planning for high-net-worth families. Low-profile, planning-first.
WHARTON WEALTH PLANNING, LLC
Wharton Wealth Planning, LLC is an SEC-registered investment adviser in New York, NY, registered since 2026. The firm manages $31 million in assets, with $29 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who leads Wharton Wealth Planning's investment committee?
Wharton Wealth Planning does not publicly name any principals or investment committee members. The firm operates as a private RIA, and key leadership information is not part of its public disclosures.
Does Wharton Wealth Planning manage money directly or outsource to external managers?
The firm's public posture suggests it functions primarily as a planning and advisory firm. It likely coordinates with custodians and external asset managers rather than running internal fund vehicles, consistent with many planning-focused RIAs.
What asset classes does Wharton Wealth Planning typically use in client portfolios?
No public information details the firm's specific asset class usage. Based on standard practice for RIA-based family offices serving high-net-worth clients, the firm likely allocates across public equities, bonds, and alternative investments — but these details are not confirmed in public sources.
How is Wharton Wealth Planning different from a large multi-family office like Interlaken or BBR Partners?
Wharton Wealth Planning emphasizes planning over asset management scale. Unlike larger multi-family offices that often offer proprietary investment funds, direct deal access, and significant team size, Wharton appears to operate as a smaller, more discreet practice focused on client financial planning rather than institutional-caliber investment operations.
What is Wharton Wealth Planning's minimum client threshold?
The firm does not publicly disclose a minimum asset requirement. Because it operates as a private RIA, any thresholds would be communicated in direct client conversations and not part of its public profile.
Where can I find Wharton Wealth Planning's Form ADV?
Wharton Wealth Planning is likely registered as an RIA with the state of New York or another jurisdiction. Its Form ADV filings may be accessible through the SEC's Investment Adviser Public Disclosure (IAPD) database, though the firm may operate under a different legal name or registration status.
Does Wharton Wealth Planning serve institutional clients or only families?
The firm's name and public-facing identity suggest it serves high-net-worth families and individuals. There is no public indication that it accepts institutional mandates such as pension funds, endowments, or foundations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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