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WILDFLOWER FINANCIAL LLC
CRD 289288
120 CHURCH STREET, SANTA CRUZ, CA, 95060, United States
Phone
831-854-7291
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.7M |
| High net worth individuals | 7 | $7.1M |
All web addresses on file
Official SEC filing: View on IAPD