Wildermuth Advisory LLC

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Assets, Funds, Holdings

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Wildermuth Advisory LLC
CRD #169354
SEC #801-78820
CIK #0001586010
AUM
Employees 5 (80% Investors, 0% Brokers)
Phone770-407-5401
Address1263 Ponte Vedra Blvd
Ponte Vedra Beach, FL 32082
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
190152114763802010201420192024
AUM Breakdown Accounts AUM ($MM)
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 - 2024
5 [0001586010]
Form 3/4/5 Subject 2011 - 2024
Wildermuth Fund
Wildermuth Advisory, LLC
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