CRD: 319716
Wharton Wealth Planning, LLC
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-04-2022
- Office Locations
- 1
Office Locations
About Wharton Wealth Planning, LLC
Wharton Wealth Planning is an independent, fee-only RIA led by a CFP professional with an MBA. It provides comprehensive financial planning and discretionary portfolio management, often using ETF-based portfolios, and integrates evidence-based investing with tax planning for clients navigating life transitions and retirement. NAPFA-registered, with commentary featured by outlets such as CNBC and NBC; serves New York City and Santa Fe.
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Owner & Executives
DAVID BRUCE ROSENSTROCK
Chief Compliance Officer, DIRECTOR, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5234422
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,751,835 | $1,692,555 |
| Non-Discretionary | $2,120,132 | $940,772 |
| Total | $36,871,967 | $1,613,420 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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