WILD IRIS FINANCIAL

Overview

Wild Iris Financial is an individually owned limited liability company that provides fee-based financial planning and discretionary portfolio management focused on individual investors and small-business clients. The firm describes its primary advisory activities as comprehensive financial planning and portfolio management rather than institutional or pension consulting work. The advisory practice bills clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements, allowing for project-based engagements as well as ongoing asset-based relationships. The firm is recorded as an unclassified adviser; the record does not specify the year of SEC registration. Operationally, Wild Iris Financial is a single-office, single-state practice. It is not identified as a capital allocator, pension consultant, related adviser, or active ESG investor. The firm is not flagged as newly formed and does not report a multi-state advisory footprint.