A complete list of active advisors currently associated with Wharton Wealth Planning, LLC
Warmer can help you find a great advisor at Wharton Wealth Planning, LLC or one who fits your needs even better.
Wharton Wealth Planning provides wealth-management and comprehensive financial-planning services to high‑net‑worth individuals, families, trusts, small businesses, and charitable organizations. The firm offers discretionary investment management, periodic portfolio reviews and consulting, and stand‑alone financial plans prepared by CFP professionals. WWP’s investment approach is tailored to client objectives and emphasizes asset allocation, diversification, and valuation, combining modern portfolio theory with fundamental and quantitative analysis and a mix of growth and value strategies. Portfolios are generally managed on a discretionary basis with ongoing supervision and the ability to incorporate ESG/PRI considerations for clients who request them. The firm operates as a small, boutique practice with a limited client roster (17 clients) and roughly $22.7 million in assets under management, reflecting a focus on a concentrated set of higher‑net‑worth relationships rather than serving non‑HNW retail individuals. It functions as an independent fiduciary, provides both project‑based planning work and ongoing management, and delegates proxy voting to clients rather than voting proxies on their behalf.
To learn more about the advisors currently working at Wharton Wealth Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 4
|
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