WILDERMUTH ADVISORY, LLC
CRD #169354 SEC #801-78820 PONTE VEDRA BEACH, FL 678-222-3100
SEC Registered
Total AUM
$121.5M
Discretionary
$121.5M
Employees
5
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $121.5M | $121.5M | $0 | 5 | 0 |
| Mar 2023 | $121.5M | $121.5M | $0 | 5 | 0 |
| Apr 2022 | $145M | $145M | $0 | 6 | 0 |
| Mar 2022 | $145M | $145M | $0 | 7 | 0 |
| Mar 2021 | $161.4M | $161.4M | $0 | 7 | 0 |
| Oct 2020 | $180.1M | $180.1M | $0 | 8 | 0 |
| May 2020 | $180.1M | $180.1M | $0 | 8 | 0 |
| Mar 2020 | $180.1M | $180.1M | $0 | 8 | 0 |
| Apr 2019 | $119.5M | $119.5M | $0 | 6 | 0 |
| Apr 2019 | $119.5M | $119.5M | $0 | 6 | 0 |
| Mar 2019 | $119.5M | $119.5M | $0 | 6 | 0 |
| Mar 2018 | $82.4M | $82.4M | $0 | 7 | 0 |
| Mar 2017 | $42.1M | $42.1M | $0 | 5 | 0 |
| Mar 2016 | $14.5M | $14.5M | $0 | 7 | 0 |
| Feb 2015 | $500K | $500K | $0 | 2 | 0 |
| Jul 2014 | $0 | $0 | $0 | 2 | 0 |
| Apr 2014 | $0 | $0 | $0 | 2 | 0 |
| Apr 2014 | $0 | $0 | $0 | 2 | 0 |
| Feb 2014 | $0 | $0 | $0 | 2 | 0 |
| Nov 2013 | $0 | $0 | $0 | 2 | 0 |
DateApr 2023
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$161.4M
Discretionary$161.4M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$42.1M
Discretionary$42.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2016
Total AUM$14.5M
Discretionary$14.5M
Non-Disc.$0
Employees7
Clients0
DateFeb 2015
Total AUM$500K
Discretionary$500K
Non-Disc.$0
Employees2
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0