CRD: 289288
Wildflower Financial LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-11-2017
- Office Locations
- 1
Office Locations
About Wildflower Financial LLC
Wildflower Financial, LLC is a fee-only, fiduciary RIA in Santa Cruz, CA, founded in 2017 by CFP® Jennipher Lommen. The firm provides integrated, comprehensive financial life planning and ongoing investment management for a select client base, aligning portfolios to clients’ goals, values, and lifestyle transitions. Investment implementation includes ETFs, mutual funds, and fixed income, with custody support including Altruist.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jennipher Sue Lommen
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #6595879
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,786,167 | -- |
| Total | $11,786,167 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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