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WILDFLOWER FINANCIAL LLC

Advisory

SANTA CRUZ, CA

Data as of May 5, 2026 · Source: SEC Form ADV

Rank in CA
#4,578
of 5,480 advisers by AUM
Average account
$236K
across 50 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed May 5, 2026.

Total AUM
$12M
Discretionary %
0%
Clients
17
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$0
Non-Discretionary AUM$12M
Discretionary %0%
Total Clients17
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

STRANDBERG, DAVE WILLIAM
$12M
ESCALANTE TROESH, JOSHUA, DANIEL
$12M
FIRST PRINCIPLES INVESTMENT MANAGEMENT LLC
$12M
SHANLEY & ASSOCIATES, INC.
SAN LUIS OBISPO, CA
$12M
INGEN STRATEGIES, LLC
IRVINE, CA
$12M
SONOMA MOUNTAIN FINANCIAL LLC
$12M

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