$90.5M Total AUM
$90.5M Disc. AUM
-- 3Y CAGR
1 Employees
122 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-03-2021
- Office Locations
- 1
Office Locations
836 Holt Drive STE 310 Bigfork MT
About Wildrye Financial
Wild Rye Financial is an independent RIA in Bigfork, Montana providing investment management and CFP-led financial planning for affluent individuals and families, primarily age 50+ with $500k+ portfolios. The firm focuses on retirement and legacy planning and implements diversified portfolios often using ETFs and mutual funds, with custody at Charles Schwab.
Team overview
32 AVG AGE
$90.5M AVG AUM / ADVISOR
$742.0K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
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Investment Themes
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Platform
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Services
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Technology
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Owner & Executives
CODY ROBERT KIRK
Chief Compliance Officer, Investment Advisor
- CRD
- #6443766
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,519,822 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,519,822 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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