Investment adviser · CRD 301186

WHARTON MIDMARKET INVESTMENT ADVISORS INC

Investment adviser filing (IA)

WHARTON MIDMARKET INVESTMENT ADVISORS INC.

WOODBRIDGE, CT, United States · Form ADV filed Apr 30, 2026

Regulatory AUM
$231M
Form ADV · Item 5.F
Client accounts
47
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals42$223,693,85696.8%
Corporations & businessesFewer than 5$6,548,8612.8%
IndividualsFewer than 5$906,1140.4%
Banks & thriftsFewer than 5$00.0%
Retirement plansFewer than 5$00.0%
CharitiesFewer than 5$00.0%
Government entitiesFewer than 5$00.0%
Other investment advisersFewer than 5$00.0%
Insurance companiesFewer than 5$00.0%
Sovereign wealth & foreign institutionsFewer than 5$00.0%
Other clientsFewer than 5$00.0%
Filing source

Form ADV 2042507 · Apr 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

27 BROOK ROAD
WOODBRIDGE, CT, 06525, United States

CRD 301186

Filing source

Form ADV 2042507 · Apr 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.