ASTERIA WEALTH LLC
CRD #285106 SEC #801-108406 PONTE VEDRA BEACH, FL 770-407-5401
SEC Registered
Total AUM
$98.4M
Discretionary
$97.8M
Employees
6
Clients
--
Accounts
519
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 20, 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 |
|---|---|---|---|---|
| DILLON, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DILLON, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DILLON, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DILLON, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DILLON, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DILLON, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DILLON, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DILLON, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMMER, SUZANNE, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMMER, SUZANNE, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMMER, SUZANNE, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMMER, SUZANNE, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMMER, SUZANNE, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMMER, SUZANNE, MARIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | PRESIDENT | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | PRESIDENT | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | PRESIDENT | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | PRESIDENT | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | PRESIDENT | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | PRESIDENT | NA | Control |
| LEE, CHRISSY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, CHRISSY, A | I | PRESIDENT | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF OPERATING OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF OPERATING OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF OPERATING OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF OPERATING OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF OPERATING OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF OPERATING OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF OPERATING OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF OPERATING OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CHIEF OPERATING OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CFO, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CFO, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CFO, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CFO | NA | Control |
| WILDERMUTH, CAROL, JEAN | I | CFO | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER AND PRESIDENT | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | PRESIDENT | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER AND PRESIDENT | NA | Control |
| WILDERMUTH, DANIEL, LLOYD | I | CHIEF INVESTMENT OFFICER AND PRESIDENT | NA | Control |
| WILLIAMS, JOHN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JOHN, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
| THE WILDERMUTH FAMILY GIFT TRUST II | DE | TRUST / MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, CAROL, JEAN | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
| WILDERMUTH, DANIEL, LLOYD | I | THE WILDERMUTH FAMILY GIFT TRUST II | F | Control |
Registrations
Federal
IA
Apr 20, 2023 REGISTERED
Notice Filings (49)
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Address
818 A1A HIGHWAYSUITE 301
PONTE VEDRA BEACH, FL 32082
United States
Phone: 770-407-5401