Wildermuth Asset Management, LLC (Alpharetta)

Wildermuth Asset Management, LLC is a large advisory firm based in Alpharetta. It manages $126.99 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Georgia.

Wildermuth Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wildermuth Asset Management: assets under management

The assets under management (AUM) of Wildermuth Asset Management, LLC is $126.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $126.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.99 million each.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is investment and business development companies, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wildermuth Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Wildermuth Asset Management serves?

The only and largest group of clients of Wildermuth Asset Management is other investment advisers with 1 clients and $126.99 million of assets under management. Among the 9 most similar advisory firms, Wildermuth Asset Management has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $126.99 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Wildermuth Asset Management doesn't advise any private funds.

Careers at Wildermuth Asset Management, LLC

The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Daniel Lloyd Wildermuth has served as the Chief Investment Officer since 1 Aug 2016. Carol Jean Wildermuth joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carol Jean Wildermuth	Chief operating officer	1 Aug 2016	Other	1555730
Daniel Lloyd Wildermuth	Chief investment officer	1 Aug 2016	Other	1728318
John Ray Williams	Chief compliance officer	1 Aug 2016	Other	1865081
The Wildermuth Family Gift Trust Ii	Trust / managing member	1 Aug 2016	75% - 100%	35-7105577

Based in Alpharetta

The principal office where Wildermuth Asset Management, LLC performs its advisory services is located at 11525 Park Woods Circle, Alpharetta, GA 30005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678.356.1100 or by fax 678.356.1105. The normal business hours are 9am - 5pm on Monday - Friday.