Wildermuth Advisory, LLC

Wildermuth Advisory, LLC (CRD# 169354) is a financial advisory firm headquartered in Alpharetta, GA. They manage $42,100,676 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $42,100,676
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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.

GA

Financial Advisors at Wildermuth Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark C. Dziuba
CRD#: 2441474
11525 Park Woods Circle, Alpharetta, GA 30005
93
Wealthminder
score

Mark Dziuba (CRD# 2441474) is an Investment Advisor Representative working at Wildermuth Advisory, LLC in Alpharetta, GA and has over 23 years of experience in the finance industry.

2
George G. Lucas
CRD#: 6527642
11525 Park Woods Circle, Alpharetta, GA 30005
89
Wealthminder
score

George Lucas (CRD# 6527642) is an Investment Advisor Representative working at Wildermuth Advisory, LLC in Alpharetta, GA and has over 2 years of experience in the finance industry.

3
Amanda P. Coetzee
CRD#: 4819615
11525 Park Woods Circle, Alpharetta, GA 30005
81
Wealthminder
score

Amanda Coetzee (CRD# 4819615) is an Investment Advisor Representative working at Wildermuth Advisory, LLC in Alpharetta, GA and has over 12 years of experience in the finance industry.

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