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EDWARD R. WILDMAN, CPA, LLC

CRD 143404

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$30.6M

Discretionary AUM

$30.6M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

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Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals4$4.0M
High net worth individuals7$21.8M
Pension/profit sharing plans1$4.9M

All web addresses on file

Official SEC filing: View on IAPD