Adviser and broker representative · Strategic Advisers LLC
Owen Wildermuth
CRD 7788028 · Thousand Oaks, CA
At a glance
Owen Wildermuth is an investment adviser representative with Strategic Advisers LLC in Thousand Oaks, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Owen’s SEC record dates to 2025, about 1 years ago. Owen is also registered as a broker representative.
Current advisory firm
- Strategic Advisers LLCSince March 2025Thousand Oaks, CA · $1.37T in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Owen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Strategic Advisers LLC
- Zhasmina BaevaThousand Oaks
- Brad T. BaumannThousand Oaks · Certified Financial Planner
- Andrew S. CoomesThousand Oaks
- Kevin CvitanovThousand Oaks
- Ryan De SilvaThousand Oaks · Certified Financial Planner, Chartered Financial Analyst
- Geoffrey DeitrickThousand Oaks
- Erika Anne E. DizonThousand Oaks
- Brandon C. FlemingThousand Oaks
Every advisor at Strategic Advisers LLC →Strategic Advisers LLC: assets, clients and custodians →Financial advisors in Thousand Oaks, CA →Every Strategic Advisers LLC advisor in Thousand Oaks →Advisor Moves: who changed firms this week →