RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 11, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HARRIGAN, PAULISHAREHOLDER, PRESIDENT, CCOE Control
HARRIGAN, PAULISHAREHOLDER, PRESIDENT, CCOE Control
HARRIGAN, PAULISHAREHOLDER, PRESIDENT, CCOE Control
HARRIGAN, PAULISHAREHOLDER, PRESIDENT, CCOE Control
HARRIGAN, PAULISHAREHOLDER, PRESIDENT, CCOE Control
HARRIGAN, PAULISHAREHOLDER, PRESIDENT, CCOE Control
HARRIGAN, PAULISHAREHOLDER, PRESIDENT, CCOE Control
HARRIGAN, PAULISHAREHOLDER, PRESIDENT, CCOE Control
HARRIGAN, PAULISHAREHOLDER, PRESIDENT, CCOE Control
HARRIGAN, PAULISHAREHOLDER, PRESIDENT, CCOE Control

Registrations

Federal

IA
Feb 11, 2025 REGISTERED

Notice Filings (1)

CT

Address

27 BROOK ROAD
WOODBRIDGE, CT 06525
United States
Phone: 2036069696