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WILDES FINANCIAL STRATEGIES, INC
CRD 289496 · SEC 801-121843
625 CHURCH ST., GEORGETOWN, SC, 29440, United States
Phone
843-485-4371
Fax
843-485-4374
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.3M
Discretionary AUM
$138.3M
Team
8 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 369 | $79.0M |
| High net worth individuals | 26 | $52.7M |
| Charitable organizations | 7 | $1.0M |
States served
GA, NC, SC, TN, VA, TX
All web addresses on file
Official SEC filing: View on IAPD