$30.6M Total AUM
$30.6M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-10-2007
- Office Locations
- 1
Office Locations
-- Port ST Lucie FL
About Edward R. Wildman, CPA, LLC
Edward R. Wildman, CPA, LLC is a Florida-licensed CPA firm focused on tax and accounting support for business owners, executives, and independent professionals. Services include tax return preparation, tax planning, and help resolving tax problems and responding to IRS challenges—useful for clients needing ongoing tax guidance alongside their financial lives.
Team overview
-- AVG AGE
$30.6M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Oak Atlas timber
Client Personas
Wave ridge Bridge quantum
Custodian
Pioneer wave Crest
Investment Themes
Legacy unison Crest Oak
Investment Vehicles
Catalyst
Services
Frontier Crest beacon Beacon Meridian ember Unison ember Wave bridge Fusion Vector quantum Prime quantum Beacon ridge Bridge frontier Glacier
Owner & Executives
E
EDWARD R WILDMAN
Managing Member, Principal
- CRD
- #5299262
- Ownership
- 75% or more
(375) 937-8489
alpha.beacon@harborcapital.com
in linkedin.com/in/optima-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,637,225 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,637,225 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,637,225
Equity - Exchange:
26.6% Public Funds:
36.4% Cash:
26.4% Corporate - Non-Investment Grade:
10.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,195,911,683 | 26.6% |
| Public Funds | $1,636,510,724 | 36.4% |
| Cash | $1,186,919,866 | 26.4% |
| Corporate - Non-Investment Grade | $476,566,310 | 10.6% |
| Total | $4,495,908,583 | 100.0% |