Wheatland Advisors Inc.

Wheatland Advisors Inc. (CRD# 105026) is a financial advisory firm headquartered in Lancaster, PA. They manage $153,115,614 in 242 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $632,709
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at Wheatland Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeremy F. Stahl
CRD#: 5666707
144 East Chestnut St, Lancaster, PA 17602
90
Wealthminder
score

Jeremy Stahl (CRD# 5666707) is an Investment Advisor Representative working at Wheatland Advisors Inc. in Lancaster, PA and has over 4 years of experience in the finance industry.

2
Philip E. Fague
CRD#: 6730293
144 East Chestnut St, Lancaster, PA 17602
87
Wealthminder
score

Philip Fague (CRD# 6730293) is an Investment Advisor Representative working at Wheatland Advisors Inc. in Lancaster, PA and has 1 year of experience in the finance industry.

3
Richard P. Heilig
CRD#: 4347661
144 E. Chestnut St, Lancaster, PA 17602
87
Wealthminder
score

Richard Heilig (CRD# 4347661) is an Investment Advisor Representative working at Wheatland Advisors Inc. in Lancaster, PA and has 1 year of experience in the finance industry.

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