WHEATLAND ADVISORS INC
CRD #105026 SEC #801-34820 LANCASTER, PA 717-299-6090
SEC Registered
Total AUM
$114.7M
Discretionary
$109.5M
Employees
9
Clients
0
Accounts
181
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $114.7M | $109.5M | $5.3M | 9 | 0 |
| Mar 2020 | $114.7M | $109.5M | $5.3M | 9 | 0 |
| Sep 2019 | $163.7M | $159.5M | $4.2M | 6 | 0 |
| Mar 2019 | $163.7M | $159.5M | $4.2M | 6 | 0 |
| Aug 2018 | $166.2M | $161.6M | $4.5M | 7 | 0 |
| Mar 2018 | $166.2M | $161.6M | $4.5M | 7 | 0 |
| Aug 2017 | $153.1M | $148.6M | $4.5M | 7 | 200 |
| May 2017 | $153.1M | $148.6M | $4.5M | 2 | 200 |
| May 2017 | $153.1M | $148.6M | $4.5M | 2 | 200 |
| Feb 2017 | $153.1M | $148.6M | $4.5M | 2 | 200 |
| Feb 2017 | $153.1M | $148.6M | $4.5M | 2 | 200 |
| Dec 2016 | $139.5M | $138.8M | $692.5K | 2 | 200 |
| Mar 2016 | $139.5M | $138.8M | $692.5K | 2 | 200 |
| Mar 2015 | $139.6M | $139M | $521.7K | 2 | 200 |
| Mar 2014 | $133.8M | $133.3M | $497.8K | 2 | 200 |
| Mar 2013 | $114.9M | $114.5M | $366.3K | 2 | 100 |
| Mar 2012 | $107.6M | $107.3M | $216.1K | 1 | 26 |
| Mar 2011 | $103.4M | $103.4M | $0 | 5 | -- |
| Mar 2008 | $113.1M | $113.1M | $0 | 5 | -- |
| Mar 2007 | $112.3M | $112.3M | $0 | 5 | -- |
| Mar 2006 | $103.4M | $103.4M | $0 | 5 | -- |
| Mar 2002 | $89.5M | $89.5M | $0 | 5 | -- |
DateJun 2020
Total AUM$114.7M
Discretionary$109.5M
Non-Disc.$5.3M
Employees9
Clients0
DateMar 2020
Total AUM$114.7M
Discretionary$109.5M
Non-Disc.$5.3M
Employees9
Clients0
DateSep 2019
Total AUM$163.7M
Discretionary$159.5M
Non-Disc.$4.2M
Employees6
Clients0
DateMar 2019
Total AUM$163.7M
Discretionary$159.5M
Non-Disc.$4.2M
Employees6
Clients0
DateAug 2018
Total AUM$166.2M
Discretionary$161.6M
Non-Disc.$4.5M
Employees7
Clients0
DateMar 2018
Total AUM$166.2M
Discretionary$161.6M
Non-Disc.$4.5M
Employees7
Clients0
DateAug 2017
Total AUM$153.1M
Discretionary$148.6M
Non-Disc.$4.5M
Employees7
Clients200
DateMay 2017
Total AUM$153.1M
Discretionary$148.6M
Non-Disc.$4.5M
Employees2
Clients200
DateMay 2017
Total AUM$153.1M
Discretionary$148.6M
Non-Disc.$4.5M
Employees2
Clients200
DateFeb 2017
Total AUM$153.1M
Discretionary$148.6M
Non-Disc.$4.5M
Employees2
Clients200
DateFeb 2017
Total AUM$153.1M
Discretionary$148.6M
Non-Disc.$4.5M
Employees2
Clients200
DateDec 2016
Total AUM$139.5M
Discretionary$138.8M
Non-Disc.$692.5K
Employees2
Clients200
DateMar 2016
Total AUM$139.5M
Discretionary$138.8M
Non-Disc.$692.5K
Employees2
Clients200
DateMar 2015
Total AUM$139.6M
Discretionary$139M
Non-Disc.$521.7K
Employees2
Clients200
DateMar 2014
Total AUM$133.8M
Discretionary$133.3M
Non-Disc.$497.8K
Employees2
Clients200
DateMar 2013
Total AUM$114.9M
Discretionary$114.5M
Non-Disc.$366.3K
Employees2
Clients100
DateMar 2012
Total AUM$107.6M
Discretionary$107.3M
Non-Disc.$216.1K
Employees1
Clients26
DateMar 2011
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$89.5M
Discretionary$89.5M
Non-Disc.$0
Employees5
Clients--