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WILDRYE FINANCIAL
WEALTHNEST FINANCIAL LLC
CRD 317148
836 HOLT DRIVE, STE 310, BIGFORK, MT, 59911, United States
Phone
406-207-5610
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$90.5M
Discretionary AUM
$90.5M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $25.6M |
| High net worth individuals | 46 | $64.2M |
All web addresses on file
Official SEC filing: View on IAPD