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WHARTON MIDMARKET INVESTMENT ADVISORS INC
WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186 · SEC 801-116676
27 BROOK ROAD, WOODBRIDGE, CT, 06525, United States
Phone
2036069696
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$231.1M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $906K |
| High net worth individuals | 42 | $223.7M |
| Corporations/business entities | 4 | $6.5M |
States served
CT
Official SEC filing: View on IAPD