WHARTON WEALTH MANAGEMENT, LLC
B61
CRD 281348·SEC 801-121088·MALVERN, PA
AUM
$209.2M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$628K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $101.5M
'23 · $127.7M
'25 · $170.4M
'26 · $209.2M
'22'26
$101.5M → $209.2M▲ +106%
Client mix
| Individuals Other | 250 |
| Individuals High Net Worth | 77 |
| Pension Profit Sharing Plans | 4 |
| Corporations | 2 |
Operations
Advisory staff (5-yr trend)
'22 · 2 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 2 advisors
'22'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited