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).

Current Firm Details
11525 Park Woods Circle, Alpharetta, GA 30005
http://www.wildermuthadvisory.com
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 Dziuba, financial advisor Alpharetta GA
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 24 years of experience in the finance industry.

2
George Lucas, financial advisor Alpharetta GA
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 Coetzee, financial advisor Alpharetta GA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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