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| Keyboard |
| Wildes Financial Strategies Inc
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|---|---|
| CRD # | 289496 |
| SEC # | 801-121843 |
| CIK # | |
| AUM | 138.3 M (2026-03-31) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 843-485-4371 |
| Address | 625 Church St Georgetown, SC 29440 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 79.0 |
| (b) Individuals (high net worth individuals) | 26 | 52.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 7 | 1.0 |
| (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 | 20 | 5.6 |
| Total | 980 | 138.3 |
| By Discretionary | ||
| Discretionary | 980 | 138.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 980 | 138.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.3 | |
| Total | 980 | 138.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stone Loft Wealth Management LLC
✚
|
138.6 M | |
|
Comprehensive Planning Associates Inc
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|
NH | 138.4 M |
|
Blueprint Wealth Management Advisors LLC
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138.4 M | |
|
FSAM LLC
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GA | 138.4 M |
|
Garrison Bradford & Associates Inc
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NY | 138.3 M |
|
Stratton Capital Investment Advisory LLC
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|
NY | 138.3 M |
|
Maya Advisors Inc
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|
CA | 138.2 M |
|
Mark Bell Advisory Services Inc
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|
IL | 138.2 M |
|
Burr Financial Services LLC
✚
|
138.1 M | |
|
Arbor Wealth Management LLC
✚
|
AZ | 138.1 M |