Overview
Assets Under Management: $222 million
Headquarters: WOODBRIDGE, CT
High-Net-Worth Clients: 46
Average Client Assets: $5 million
Frequently Asked Questions
WHARTON MIDMARKET INVESTMENT ADVISORS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301186), WHARTON MIDMARKET INVESTMENT ADVISORS INC. is subject to fiduciary duty under federal law.
WHARTON MIDMARKET INVESTMENT ADVISORS INC. is headquartered in WOODBRIDGE, CT.
WHARTON MIDMARKET INVESTMENT ADVISORS INC. serves 46 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, WHARTON MIDMARKET INVESTMENT ADVISORS INC. offers financial planning and portfolio management for individuals. View all service details ↓
WHARTON MIDMARKET INVESTMENT ADVISORS INC. manages $222 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, WHARTON MIDMARKET INVESTMENT ADVISORS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.79
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 52
Non-Discretionary Accounts: 52
Regulatory Filings
CRD Number: 301186
Last Filing Date: 2025-02-10 00:00:00
Website: https://whartonmidmarketadvisors.com