Overview
Assets Under Management: $138 million
Headquarters: GEORGETOWN, SC
High-Net-Worth Clients: 26
Average Client Assets: $2.0 million
Frequently Asked Questions
WILDES FINANCIAL STRATEGIES, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289496), WILDES FINANCIAL STRATEGIES, INC is subject to fiduciary duty under federal law.
WILDES FINANCIAL STRATEGIES, INC is headquartered in GEORGETOWN, SC.
WILDES FINANCIAL STRATEGIES, INC serves 26 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, WILDES FINANCIAL STRATEGIES, INC offers financial planning and portfolio management for individuals. View all service details ↓
WILDES FINANCIAL STRATEGIES, INC manages $138 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, WILDES FINANCIAL STRATEGIES, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.08%
Average Client Assets: $2.0 million
Total Client Accounts: 980
Discretionary Accounts: 980
Regulatory Filings
CRD Number: 289496
Filing ID: 2090378
Last Filing Date: 2026-03-31 21:40:11