WILDES FINANCIAL STRATEGIES, INC
CRD #289496 SEC #801-121843 GEORGETOWN, SC 843-485-4371
SEC Registered
Total AUM
$117.2M
Discretionary
$117.2M
Employees
6
Clients
10
Accounts
935
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $117.2M | $117.2M | $0 | 6 | 0 |
| Sep 2024 | $105.4M | $105.4M | $0 | 6 | 0 |
| May 2024 | $105.4M | $105.4M | $0 | 6 | 0 |
| May 2024 | $105.4M | $105.4M | $0 | 6 | 0 |
| Mar 2024 | $105.4M | $105.4M | $0 | 6 | 0 |
| Jun 2023 | $100.1M | $100.1M | $0 | 6 | 0 |
| Mar 2023 | $100.1M | $100.1M | $0 | 6 | 0 |
| Mar 2023 | $100.1M | $100.1M | $0 | 6 | 0 |
| Apr 2022 | $111.1M | $111.1M | $0 | 7 | 0 |
| Mar 2022 | $111.1M | $111.1M | $0 | 7 | 0 |
| Jun 2021 | $100.6M | $100.6M | $0 | 6 | 0 |
DateMar 2025
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees6
Clients0