Wildes Financial Strategies, Inc
Wildes Financial Strategies, Inc is an SEC-registered mass-market adviser in Georgetown, SC with $138.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Wildes Financial Strategies, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289496, SEC 801-121843, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $138.3M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Georgetown, SC
- Employees
- 8
- Clients
- 422
- CRD
- 289496
- Ownership
- WILDES, JEFFREY, DEAN; Taylor, Brian, John; Salazar, Manuel
How much AUM does Wildes Financial Strategies, Inc have?
Wildes Financial Strategies, Inc reported $138.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Wildes Financial Strategies, Inc?
Disclosed owners and executives of Wildes Financial Strategies, Inc include WILDES, JEFFREY, DEAN, Taylor, Brian, John, Salazar, Manuel. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.