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WHARTON MIDMARKET INVESTMENT ADVISORS INC

Investment AdviceWOODBRIDGE, CT

Assets Under Management

$222.4M

Total AUM

Donut chart: Non-Discretionary 222.4M
Category	Value
Non-Discretionary	222.4M

Adviser Information

Field	Value
CRD Number	301186
SEC Number	801-116676
Street Address	27 BROOK ROAD
Location	WOODBRIDGE, CT 06525
Country	United States
Phone	2036069696
Total Employees	2

Client Count by Type (51 Total)

Horizontal bar chart: High Net Worth Individual… 46, Corporations/Businesses 4, Individuals (other than H… 1
Category	Value
High Net Worth Individual…	46
Corporations/Businesses	4
Individuals (other than H…	1

Wharton Midmarket Investment Advisors Inc, CT — Investment Adviser | BuildTrust