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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-20-2016
- Office Locations
- 1
Office Locations
About Wharton Wealth Management, LLC
Wharton Wealth Management is an independent firm providing comprehensive consulting to individuals and closely held business owners. The team supports retirement, estate, and cash-flow planning, and helps define investment objectives and build asset-allocation strategies with an emphasis on tax efficiency and staying current on tax law changes. Securities and advisory services are offered through Osaic Wealth, Inc., and the firm also advises on employer retirement plans and group benefits.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ROBERT CHARLES GUERIERA JR
Chief Compliance Officer, President
- CRD
- #1983908
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOHN JOSEPH MORGENTHALER
Partner
- CRD
- #1284484
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,168,957 | $219,946 |
| Non-Discretionary | $0 | -- |
| Total | $209,168,957 | $219,946 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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