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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 20, 2025 and March 24, 2026, reported AUM increased 13.8%, from $4.0B to $4.6B.
Across 5 reported observations, AUM increased 32.8% between March 24, 2022 and March 24, 2026, from $3.4B to $4.6B.
Of the latest reported AUM, 90.7% is discretionary and 9.3% is non-discretionary.
The firm reports 3 advisory representatives and 119 clients, or 39.7 clients per representative. That equates to $38.4M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on August 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Wharton Business Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Wharton Business Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Wharton Business Group, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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