# WHARTON WEALTH PLANNING, LLC

WHARTON WEALTH PLANNING, LLC is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** https://whartonwealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/107687343

## Regulatory record

- **CRD number:** 319716
- **SEC file number:** 801-135877
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319716

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Private Wealth

## 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 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.

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Last updated: 2026-07-06T01:24:28.778Z

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