Wildermuth Advisory is an investment advisor in Ponte Vedra Beach with $121.46 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-78820
FINRA CRD number
169354
AUM ?
$121.46 mm
(as of 28 Apr 23)
Accounts
1
(as of 28 Apr 23)
Employees
5
(4 investment advisory or research)
Address
Wildermuth Advisory
818 A1A HWY
SUITE 301
PONTE VEDRA BEACH
FL 32082
818 A1A HWY
SUITE 301
PONTE VEDRA BEACH
FL 32082
Office hours
Monday - Friday, 9AM - 5PM
Phone
(678) 222-1100
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wildermuth, Daniel, Lloyd | President and Chief Executive Officer | 10/2013 | < 5% |
the Wildermuth Family Gift Trust | Trust | 07/2014 | > 75% |
Wildermuth, Carol, Jean | Trustee | 07/2014 | |
Coetzee, Amanda, Petronella | Chief Compliance Officer | 04/2015 | < 5% |
Latest filings (excl ownership)
No filings