DBA: WHARTON MIDMARKET INVESTMENT ADVISORS INC
| Total AUM | $231.1M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $231.1M |
| Client Accounts | 47 |
| Avg Account Size | $4.9M |
| Employees | 2 |
| Peak AUM | $231.1MJan 2026 |
Total AUM
$231M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $231M | +4.0% | +22.4% | +11.3% | |
| Non-Disc. AUM | $231M | ||||
| Total AUM | $231.1M |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 47 |
| Client Range | 0 |
Address
27 BROOK ROAD
WOODBRIDGE CT 06525
Phone
2036069696
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$231M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +4.0% |
| +22.4% |
| +11.3% |
| Total Accounts | 47 | 9.6% | +17.5% | +42.5% |
| Avg Account Size | $5M | +15.0% | +4.2% | 21.9% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $116M | +4.0% | +22.4% | +11.3% |
Client AUM Segments | |||||
| Wealth AUM | $225M | +3.9% | +21.3% | +10.7% | |
| Institutional AUM | $7M | +5.0% | +518.0% | — | |
Client Count Segments | |||||
| HNW Clients | 1 | 0.0% | 30.7% | — | |
| Institutional | 4 | 0.0% | +10.1% | — | |
| Individuals | 42 | 8.7% | +22.2% | +39.3% | |