Wildermuth Advisory, LLC (Ponte Vedra Beach)

Name: Wildermuth Advisory, LLC
Address: 818 A1 A Highway N, Ponte Vedra Beach, FL, 30005
Telephone: 678-356-1100

Wildermuth Advisory, LLC is an investment adviser to an investment company based in Ponte Vedra Beach. It manages $119.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida, Georgia, and South Carolina.

Wildermuth Advisory provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wildermuth Advisory: assets under management

The assets under management (AUM) of Wildermuth Advisory, LLC is $119.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23800% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $119.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wildermuth Advisory, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Wildermuth Advisory serves?

The only and largest group of clients of Wildermuth Advisory is investment companies with 1 clients and $119.5 million of assets under management. Among the 9 most similar advisory firms, Wildermuth Advisory has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $119.5 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Wildermuth Advisory doesn't advise any private funds.

Careers at Wildermuth Advisory, LLC

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Lloyd Wildermuth	President and chief executive officer	1 Oct 2013	Other	1728318
Carol Jean Wildermuth	Coo / cfo	1 Oct 2013	Other	1555730
The Wildermuth Family Gift Trust	Trust	1 Jul 2014	75% - 100%	47-6340249
The Wildermuth Family Trust	Trust	1 Jul 2014	75% - 100%	47-6340249
Amanda Petronella Coetzee	Chief compliance officer	1 Apr 2015	Other	4819615

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Carol Jean Wildermuth	Trustee	1 Jul 2014	Other	1555730

Based in Ponte Vedra Beach

The principal office where Wildermuth Advisory, LLC performs its advisory services is located at 818 A1 A Highway N, Ponte Vedra Beach, FL 30005, which is also the mailing address of the firm. An additional office of the firm is in Alpharetta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-356-1100 or by fax 678-356-1105. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at wildermuthadvisory.com and its LinkedIn profile.