Be advised. This firm is no longer registered.

Wildermuth Advisory, LLC

Wildermuth Advisory, LLC (CRD# 169354) is a financial advisory firm headquartered in Jacksonville, FL. They manage $121,456,840 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3948 3rd Street S, #89, Jacksonville, FL 32250
https://www.linkedin.com/in/daniel-wildermuth-7492032/
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $121,456,840
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
The map below shows states where this firm has explicit registration only.

FL, SC

Financial Advisors at Wildermuth Advisory, LLC
No Advisor Found.

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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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