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Wildes Financial Strategies, Inc

● SEC registered since 2021CRD 289496SEC# 801-121843Georgetown, SC
Export (members)
Reg. AUM
$117.2M
Employees
6
Accounts
935
Location
Georgetown, SC

Wildes Financial Strategies, Inc assets under management

Wildes Financial Strategies, Inc is an SEC-registered investment adviser based in Georgetown, SC. The firm has been registered since 2021. It reports $117.2 million in regulatory assets under management and employs 6 people.
www.wildesfinancialstrategies.comView on SEC.gov ↗

Wildes Financial Strategies, Inc owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Dean Wildes ControlPresident/CcoOver 75%2000

Frequently asked questions

How much does Wildes Financial Strategies, Inc manage?

Wildes Financial Strategies, Inc reports $117.2 million in regulatory assets under management on its Form ADV.

How many employees does Wildes Financial Strategies, Inc have?

Wildes Financial Strategies, Inc reports 6 employees.

Where is Wildes Financial Strategies, Inc located?

Wildes Financial Strategies, Inc is based in Georgetown, SC and has been SEC-registered since 2021.

Does Wildes Financial Strategies, Inc disclose fund performance?

Wildes Financial Strategies, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address625 Church St., Georgetown, SC 29440
Phone843-485-4371
Fax843-485-4374
Office hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.2M
Non-discretionary$0
Total (RAUM)$117.2M