RIA Intel›Advisers›South Carolina›WILDES FINANCIAL STRATEGIES, INC

WILDES FINANCIAL STRATEGIES, INC

Advisory

N·GEORGETOWN, SC

Data as of Jul 23, 2026 · Source: SEC Form ADV

Total AUM
$138M
1-Year AUM Growth
+5.3%
3-Year CAGR
+1.4%
Employees
3
Assets Under Management
Total AUM$138M
Discretionary AUM$138M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients386
Team
Total Employees3
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record10
First FilingJun 23, 2021
Latest FilingJul 23, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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