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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COETZEE, AMANDA, PETRONELLA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF COMPLIANCE OFFICER / COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF COMPLIANCE OFFICER / COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF COMPLIANCE OFFICER / COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | COO / CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CFO | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY TRUST | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY TRUST | DE | TRUST | E | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF COMPLIANCE OFFICER / COO / CFO | D | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF COMPLIANCE OFFICER / COO / CFO | D | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF COMPLIANCE OFFICER / COO / CFO | D | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST | F | Control |
Registrations
Federal
IA
Mar 22, 2023 REGISTERED
Notice Filings (3)
FL GA SC
Address
818 A1A HIGHWAY NSUITE 301
PONTE VEDRA BEACH, FL 32082
United States
Phone: 678-222-3100