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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-04-2005
- Office Locations
- 1
Office Locations
About Wharton Business Group, LLC
Alera Group delivers employee benefits, property & casualty, retirement plan services, and wealth management. The firm works with businesses and plan sponsors, plus individuals, families, business owners, nonprofits and foundations on planning, protection/transfer, and plan design aligned to fiduciary needs. A key differentiator is its collaborative, multi-office specialist network and data-driven market outlook content via webinars and insights.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BILLY JOE WEBSTER JR
Chief Compliance Officer, Chief Investment Officer, Managing Partner
- CRD
- #1942601
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MATTHEW SULLIVAN DELANEY
Partner
- CRD
- #2446404
MARC ALEXANDER HEMBROUGH
Financial Advisor
- CRD
- #1284578
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,141,296,104 | $13,445,767 |
| Non-Discretionary | $424,765,269 | $14,647,078 |
| Total | $4,566,061,373 | $13,549,144 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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