WILDWOOD WEALTH MANAGEMENT, LLC
Legal name: WILDWOOD WEALTH MANAGEMENT
CRD #122704 SEC #801-69320 MINNEAPOLIS, MN 612-338-0677
SEC Registered
Total AUM
$36.5M
Discretionary
$0
Employees
10
Clients
26
Accounts
42
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, RENEE, MARIE | I | PARTNER | D | Control |
| BROWN, RENEE, MARIE | I | PARTNER | D | Control |
| FISCHER, STEPHEN, HEIBERG | I | MEMBER/PARTNER | D | Control |
| FISCHER, STEPHEN, HEIBERG | I | CHIEF COMPLIANCE OFFICER | D | Control |
| TECHAR, JOSEPH, RUDOLPH | I | PARTNER | D | Control |
| FISCHER, STEPHEN, HEIBERG | I | MEMBER/PARTNER | B | Control |
| FISCHER, STEPHEN, HEIBERG | I | CHIEF COMPLIANCE OFFICER | B | Control |
| FISCHER, STEPHEN, HEIBERG | I | MEMBER/PARTNER | B | Control |
| FISCHER, STEPHEN, HEIBERG | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TECHAR, JOSEPH, RUDOLPH | I | PARTNER | B | Control |
| TECHAR, JOSEPH, RUDOLPH | I | PARTNER | B | Control |
Registrations
Federal
IA
Mar 24, 2009 REGISTERED
Notice Filings (2)
MN SD
Address
105 FIFTH AVENUE SOUTH#300
MINNEAPOLIS, MN 55401
United States
Phone: 612-338-0677