Wharton Midmarket Investment Advisors Inc

Overview

Wharton Midmarket Investment Advisors Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include AUM-based charges and hourly billing. The adviser also operates as a registered representative of a broker‑dealer, indicating a dual affiliation that can affect custody and product access. The firm does not describe itself as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives