← Tributary

WHARTON MIDMARKET INVESTMENT ADVISORS INC

WOODBRIDGE, CT · CRD 301186 · IAPD ↗ · 2036069696

$231.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2025 — WHARTON MIDMARKET INVESTMENT ADVISORS INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
March 2025 — WHARTON MIDMARKET INVESTMENT ADVISORS INC reported RAUM up 58% ($140.7M -> $222.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.