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Wharton Business Group

EST. AUM
$4,566,061,373

CONTACTS
4

CLIENT ACCOUNTS
337

Firm Details

Metro area Philadelphia
CRD Number 133722
Website whartonbusinessgroupllc.com
Client types

Overview

Wharton Business Group partners with successful business owners and operators and institutions to help preserve and enhance their wealth throughout their lives. WBG offers business owners and institutions and their key employees decades of experience providing unbiased investment management and business succession advice, connects them with a network of experts, and gives them the confidence of working with advisors whose interests are completely aligned with theirs. Key Facts: Founded in 1992 100% employee-owned Staff average 22 years of industry experience Assets under management: $3.3 billion (80% individual, 20% institutional)

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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