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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Oct. 5, 2017
    • $194.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $84.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

116

name start date
Mark Charles Schreiber
July 2017
Paul James Chirgwin
April 2010
Chrissy A Lee
October 2008
Benjamin Paul Barbour
August 2013
George Terlizzi
April 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Kalos Capital, Inc. Broker-Dealer $7,870,000
    Wildermuth Advisory, LLC IAR $42,100,676
    Wildermuth Asset Management, LLC IAR $89,122,699

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Carol Jean Wildermuth Coo September, 2004 50% to 75%
      Daniel Lloyd Wildermuth Ceo & President September, 2004 50% to 75%
      John Ray Williams Chief Compliance Officer October, 2005 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees