David Bruce Rosenstrock
Investment adviser representative at Wharton Wealth Planning, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$36.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Wharton Wealth Planning, LLCMar 2022 to now
- National Philanthropic TrustJun 2021 to Feb 2022
- Sage Capital Management LLCSep 2014 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Wharton Wealth Planning, LLC
$36.9MAssets managed
21Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5234422
- Firm CRD
- 319716