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| Wildermuth Advisory LLC
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| CRD # | 169354 |
| SEC # | 801-78820 |
| CIK # | 0001586010 |
| AUM | |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 770-407-5401 |
| Address | 1263 Ponte Vedra Blvd Ponte Vedra Beach, FL 32082 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 121.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 121.5 |
| By Discretionary | ||
| Discretionary | 1 | 121.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 121.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.5 | |
| Total | 1 | 121.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 5 | [0001586010] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Wildermuth Fund | |
| Wildermuth Advisory LLC |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Wildermuth Fund WESFX
Wildermuth Endowment Fund Cl A
|
2019-03-26 | Sell | 54,319.71 | $13.20 | 717,020 |
|
Wildermuth Fund WESFX
Wildermuth Endowment Fund CI A
|
2018-12-27 | Buy | 510.40 | $13.21 | 6,742 |
|
Wildermuth Fund WESFX
Wildermuth Endowment Fund CI A
|
2018-09-27 | Buy | 318.31 | $13.41 | 4,269 |
|
Wildermuth Fund WESFX
Wildermuth Endowment Fund CI A
|
2018-06-28 | Buy | 307.50 | $13.11 | 4,031 |
|
Wildermuth Fund WESFX
Wildermuth Endowment Strategy Fund CI A
|
2017-12-28 | Buy | 739.57 | $12.92 | 9,555 |
|
Wildermuth Fund WESFX
Wildermuth Endowment Strategy Fund CI A
|
2017-09-28 | Buy | 187.81 | $12.66 | 2,378 |
|
Wildermuth Fund WESFX
Wildermuth Endowment Strategy Fund CI C
|
2017-07-31 | Buy | 957.48 | $12.29 | 11,767 |
|
Wildermuth Fund WESFX
Wildermuth Endowment Strategy Fund CI C
|
2017-06-29 | Buy | 6.27 | $12.13 | 76 |
|
Wildermuth Fund WESFX
Wildermuth Endowment Strategy Fund CI A
|
2017-06-29 | Buy | 338.78 | $12.66 | 4,289 |
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Wildermuth Fund WESFX
Wildermuth Endowment Strategy Fund CI C
|
2017-03-29 | Buy | 4.09 | $11.97 | 49 |
|
Wildermuth Fund WESFX
Wildermuth Endowment Strategy Fund CI A
|
2017-03-29 | Buy | 221.43 | $12.07 | 2,673 |
|
Wildermuth Fund WESFX
Class A Common Stock
|
2016-03-14 | Grant | 936.33 | $10.68 | 10,000 |
| Related Firms | State | AUM |
|---|---|---|
|
Kalos Management Inc
✚
|
FL | |
|
Wildermuth Advisory LLC
✚
|
FL |