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Wharton Wealth Planning, LLC

EST. AUM
$36,871,967

CONTACTS

CLIENT ACCOUNTS
21

Firm Details

Metro area New York City
CRD Number 319716
Website whartonwealthplanning.com
Client types

Overview

Wharton Wealth Planning, LLC is an independent, fee-only fiduciary financial planning and wealth management firm headquartered in New York City with additional offices in New Jersey and New Mexico. Founded and led by David B. Rosenstrock, a dual-credentialed professional (CFP® and Wharton MBA), the firm specializes in integrated retirement planning, tax-efficient portfolio construction, and ESG (Environmental, Social, and Governance) investing. As a member of the National Association of Personal Financial Advisors (NAPFA), the firm operates under a strict fiduciary standard, providing conflict-free investment advice and tailored stewardship for high-net-worth individuals, medical professionals, and corporate executives.

Platform Details

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Address

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

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