# Wharton Wealth Planning, LLC: new SEC registration, $37M AUM, New York, NY

**Score:** 30/100

| Field | Value |
|---|---|
| Firm | Wharton Wealth Planning, LLC |
| Legal name | Wharton Wealth Planning, LLC |
| CRD | 319716 |
| Status | Approved |
| Registered with the SEC | 2026-04-09 |
| Latest Form ADV filing | 2026-09-16 |
| Location | New York, NY, United States |
| Regulatory AUM | $36,871,967 |
| Accounts | 21 |
| Employees | 1 |
| Website | https://whartonwealthplanning.com/ |

## Why this score
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/319716). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.