WHTG Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WHTG Wealth Management is a small, independent registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals and high‑net‑worth clients. The firm manages about $2.41 million across roughly 20 client accounts and provides retirement‑account advice, including guidance on rollovers and distributions.
The firm’s investment approach is primarily long‑term, employing fundamental and cyclical analysis to construct diversified portfolios made up of low‑cost mutual funds, ETFs and individual bonds, while also occasionally using closed‑end funds and cryptocurrency ETFs. Portfolios are continuously monitored and rebalanced as needed, with the advisor retaining flexibility to hold legacy positions, use cash as a hedge, or execute shorter‑term trades when circumstances warrant.
Noteworthy features include the principal’s CFA charter and prior institutional experience (including roles at BlackRock, Navient and a public pension board), combined with the firm’s recent establishment in 2025 and modest asset base. The principal is also a licensed insurance professional who spends about 10% of time on commissionable insurance sales (commissions are separate from advisory fees), and the firm maintains institutional relationships with Schwab and Altruist that provide custodial platforms and economic benefits.
Client services
Expertise
Fee options
$0 - $150,000: 0.85% $150,001 - $500,000: 0.75% $500,001+: 0.65%
Fee-only: Fees based on assets under management; no commissions or other compensation received.
Main office
Landenberg PA
Advisors at this office
1
Most active in
Delaware · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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