Wildes Financial Strategies, Inc
Firm details
- Headquarters
- Georgetown, South Carolina
- CRD number
- 289496
- Registered since
- July 23, 2021
- Website
- wildesfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals57.11%
- HNWI38.08%
- Other4.07%
- Charitable Organizations0.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wildes Financial Strategies, Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional relationships, with advisory activities focused on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser is not set up as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities14%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Contacts
2 of 2
Manuel Salazar
Financial Planner & Investment Adviser RepresentativeCRD 7854326
Jeffrey Wildes
Founder & PresidentCRD 3218519
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Georgetown, SC
Georgetown
Location
Georgetown, SC
Headquartered in Georgetown, SC, anchoring the Myrtle Beach-Conway, SC-NC metro in the South.
- Metro area
- Myrtle Beach-Conway, SC-NC
- Region
- South
- County
- Georgetown
- Address
- 625 Church St
- Time zone
- ET (UTC-5)
- Office locations
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