Wildes Financial Strategies, Inc
● SEC registered since 2021CRD 289496SEC# 801-121843Georgetown, SC
Reg. AUM
$138.3M
Employees
8
Accounts
980
Location
Georgetown, SC
Wildes Financial Strategies, Inc assets under management
Wildes Financial Strategies, Inc is an SEC-registered investment adviser based in Georgetown, SC. The firm has been registered since 2021. It reports $138.3 million in regulatory assets under management and employs 8 people.
Wildes Financial Strategies, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian John Taylor | Chief Compliance Officer / Vice President Of Operations | Under 5% | 2026 |
| Jeffrey Dean Wildes Control | President | Over 75% | 2000 |
| Manuel Salazar | Vice President Of Client Stewardship | Under 5% | 2026 |
Frequently asked questions
How much does Wildes Financial Strategies, Inc manage?
Wildes Financial Strategies, Inc reports $138.3 million in regulatory assets under management on its Form ADV.
How many employees does Wildes Financial Strategies, Inc have?
Wildes Financial Strategies, Inc reports 8 employees.
Where is Wildes Financial Strategies, Inc located?
Wildes Financial Strategies, Inc is based in Georgetown, SC and has been SEC-registered since 2021.
Does Wildes Financial Strategies, Inc disclose fund performance?
Wildes Financial Strategies, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 625 Church St., Georgetown, SC 29440 |
| Phone | 843-485-4371 |
| Fax | 843-485-4374 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$138.3M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$138.3Mregulatory AUM
Discretionary $138.3M