WHARTON MIDMARKET INVESTMENT ADVISORS INC.
Legal name: WHARTON MIDMARKET INVESTMENT ADVISORS INC
CRD #301186 SEC #801-116676 WOODBRIDGE, CT 2036069696
SEC Registered
Total AUM
$222.4M
Discretionary
$0
Employees
2
Clients
0
Accounts
52
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $222.4M | $0 | $222.4M | 2 | 0 |
| Feb 2024 | $140.7M | $0 | $140.7M | 2 | 0 |
| Mar 2023 | $125.9M | $0 | $125.9M | 2 | 0 |
| Mar 2022 | $139.8M | $0 | $139.8M | 2 | 0 |
| Mar 2021 | $136.6M | $0 | $136.6M | 2 | 0 |
| Jan 2021 | $135.2M | $0 | $135.2M | 2 | 0 |
| Jul 2020 | $135.2M | $0 | $135.2M | 2 | 0 |
| Mar 2020 | $135.2M | $0 | $135.2M | 2 | 0 |
| Aug 2019 | $117.2M | $0 | $117.2M | 1 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$222.4M
Discretionary$0
Non-Disc.$222.4M
Employees2
Clients0
DateFeb 2024
Total AUM$140.7M
Discretionary$0
Non-Disc.$140.7M
Employees2
Clients0
DateMar 2023
Total AUM$125.9M
Discretionary$0
Non-Disc.$125.9M
Employees2
Clients0
DateMar 2022
Total AUM$139.8M
Discretionary$0
Non-Disc.$139.8M
Employees2
Clients0
DateMar 2021
Total AUM$136.6M
Discretionary$0
Non-Disc.$136.6M
Employees2
Clients0
DateJan 2021
Total AUM$135.2M
Discretionary$0
Non-Disc.$135.2M
Employees2
Clients0
DateJul 2020
Total AUM$135.2M
Discretionary$0
Non-Disc.$135.2M
Employees2
Clients0
DateMar 2020
Total AUM$135.2M
Discretionary$0
Non-Disc.$135.2M
Employees2
Clients0
DateAug 2019
Total AUM$117.2M
Discretionary$0
Non-Disc.$117.2M
Employees1
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0