CRD: 289496
Wildes Financial Strategies, INC
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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-03-2017
- Office Locations
- 1
Office Locations
About Wildes Financial Strategies, INC
Wildes Financial Strategies is an independent, integrity-driven advisory firm providing holistic financial planning and discretionary portfolio management, including tax, estate, charitable-giving, retirement and insurance planning, for values-led individuals and business owners. The firm emphasizes stewardship and “purposeful” investing, typically using ETFs and mutual funds across equities and fixed income. It is led by a nationally recognized thought leader and Mensa member and custodies with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JEFFREY DEAN WILDES
Financial Advisor, General Partner, President
- CRD
- #3218519
- Ownership
- 75% or more
Manuel Salazar
--
- CRD
- #7854326
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,266,494 | $141,088 |
| Non-Discretionary | $0 | -- |
| Total | $138,266,494 | $141,088 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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