Investment adviser · CRD 105026
WHEATLAND ADVISORS INC
Investment adviser filing (IA)
LANCASTER, PA, United States · Form ADV filed Jun 26, 2020
- Regulatory AUM
- $115M Form ADV · Item 5.F
- Client accounts
- 181 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 41 | $84,492,499 | 73.7% |
| Individuals | 53 | $13,773,476 | 12.0% |
| Retirement plans | Fewer than 5 | $9,316,201 | 8.1% |
| Other clients | 16 | $5,264,662 | 4.6% |
| Corporations & businesses | Fewer than 5 | $1,869,633 | 1.6% |
Filing source
Form ADV 1437769 · Jun 26, 2020 · 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 fundsThe 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: Jun 26, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
500 OLDE HICKORY ROAD, SUITE 1LANCASTER, PA, 17601, United States
CRD 105026
Filing source
Form ADV 1437769 · Jun 26, 2020 · 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.