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Chief Compliance Officer · Wharton Business Group, LLC

Billy J. Webster

CRD 1942601 · Named on Form ADV at one SEC-registered adviser

At a glance

Wharton Business Group, LLC, an SEC-registered wealth manager based in Malvern, PA with $4.6 billion in regulatory assets, lists Billy J. Webster on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Billy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Billy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.