RIA Intel›Advisers›Connecticut›WHARTON MIDMARKET INVESTMENT ADVISORS INC.

WHARTON MIDMARKET INVESTMENT ADVISORS INC.

Advisory

N·WOODBRIDGE, CT

Data as of Apr 30, 2026 · Source: SEC Form ADV

Total AUM
$231M
1-Year AUM Growth
+11.7%
3-Year CAGR
+1.0%
Employees
2
Assets Under Management
Total AUM$231M
Discretionary AUM$0
Non-Discretionary AUM$231M
Discretionary %0%
Total Clients51
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingApr 23, 2019
Latest FilingApr 30, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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