Wealth manager, wrap-program sponsor · Georgetown, SC
Wildes Financial Strategies, Inc
SEC-registered investment adviser · CRD 289496 · SEC 801-121843
At a glance
Wildes Financial Strategies, Inc is an SEC-registered investment adviser based in Georgetown, South Carolina, with $138 million in regulatory assets under management as of its Form ADV filed July 23, 2026. Its largest client group by assets is individuals, and it reports 395 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 7,192nd of 8,915 wealth managers and 14,082nd of 17,210 SEC-registered advisers by assets.
Main office 843-485-4371wildesfinancial.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $138M
- Rank among wealth managers
- #7,192 of 8,915
- Rank among all SEC RIAs
- #14,082 of 17,210
- Rank in South Carolina
- #91 of 116
- Individual clients
- 395
- High-net-worth clients
- 26
- Accounts
- 980
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Jeffrey D. WildesPresident / Chief Compliance Officer
- Manuel SalazarVice President of Client Stewardship
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 369 | $79M | 57% |
| High-net-worth individuals | 26 | $53M | 38% |
| Other | 20 | $6M | 4% |
| Charitable organizations | 7 | $1M | <1% |
Disciplinary disclosures
Wildes Financial Strategies, Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗wildesfinancial.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 5,190 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Wildes Financial Strategies, Inc manage?
Wildes Financial Strategies, Inc reports $138 million in regulatory assets under management across 980 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 23, 2026.
What kind of firm is Wildes Financial Strategies, Inc?
Wildes Financial Strategies, Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Wildes Financial Strategies, Inc’s clients?
By assets, its largest client types are individuals ($79 million, 369 clients); high-net-worth individuals ($53 million, 26 clients); other ($6 million, 20 clients).
Does Wildes Financial Strategies, Inc have any disciplinary history?
Wildes Financial Strategies, Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Wildes Financial Strategies, Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →