Wildflower Financial LLC
Wildflower Financial LLC (CRD# 289288) is a financial advisory firm headquartered in Santa Cruz, CA. They manage $9,721,469 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management10MILLION
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Total Number of Accounts41ACCOUNTS
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Average Account Value$237,109
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Wildflower Financial LLC
1
Jennipher Lommen (CRD# 6595879) is an Investment Advisor Representative working at Wildflower Financial LLC in Santa Cruz, CA and has over 8 years of experience in the finance industry.
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