Wharton Midmarket Investment Advisors Inc
Wharton Midmarket Investment Advisors Inc is an SEC-registered ria in Woodbridge, CT with $231.1M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Wharton Midmarket Investment Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301186, SEC 801-116676, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $231.1M (2026-04-30)
- Firm type
- Ria
- Location
- Woodbridge, CT
- Employees
- 2
- Clients
- 47
- CRD
- 301186
- Ownership
- HARRIGAN, PAUL
How much AUM does Wharton Midmarket Investment Advisors Inc have?
Wharton Midmarket Investment Advisors Inc reported $231.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Wharton Midmarket Investment Advisors Inc?
Disclosed owners and executives of Wharton Midmarket Investment Advisors Inc include HARRIGAN, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.