WILDES FINANCIAL STRATEGIES, INC

Overview

Wildes Financial Strategies, Inc. is an independent, owner-managed registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates a fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, allowing flexibility for comprehensive planning engagements as well as ongoing discretionary portfolio oversight. Investment activity centers on pooled public funds as the core sleeve of client portfolios, supplemented by income-oriented and real-asset exposures through third-party alternative managers. The firm is not positioned as an ESG investor and does not self-identify as a capital allocator; its practice is built around direct advisory relationships rather than operating as a manager-of-managers.

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Investments & Alternatives

Location & Offices