Edward R. Wildman, Cpa, LLC

Overview

Edward R. Wildman, Cpa, LLC is a small, fee-based advisory and accounting practice that combines tax/accounting services with discretionary portfolio management for individuals, small businesses and select institutional clients. The firm operates as a limited liability company and charges advisory fees as a percentage of assets under management. Its advisory scope includes direct portfolio management and the selection of third-party advisers, indicating a willingness to allocate client capital to external managers when appropriate. The firm reports a clear investment preference toward equities and does not identify as an active ESG investor. It is not registered as a multi-state adviser.

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Public Holdings

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Location & Offices