Malvern, PA

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.

In 2022, WBG joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide.  This was a strategic move for WBG to facilitate our continued growth.

Key Facts:

• Founded in 1992
• 100% employee-owned
• Staff average 30 years of industry experience
• Assets under management: *$3.5 billion (80% individual, 20% institutional)
  _{*as of December 31, 2023}

Wharton Business Group, LLC (“WBG”) is an SEC registered investment adviser located in Malvern, Pennsylvania. WBG and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which WBG maintains clients. WBG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

WBG is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.