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
Firm Details
- Organization Type
- Corporation
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILDES, JEFFREY, DEAN | I | PRESIDENT/CCO | E | Control |
| WILDES, JEFFREY, DEAN | I | PRESIDENT/CCO | E | Control |
| WILDES, JEFFREY, DEAN | I | PRESIDENT/CCO | E | Control |
| WILDES, JEFFREY, DEAN | I | PRESIDENT/CCO | E | Control |
| WILDES, JEFFREY, DEAN | I | PRESIDENT/CCO | E | Control |
| WILDES, JEFFREY, DEAN | I | PRESIDENT/CCO | E | Control |
| WILDES, JEFFREY, DEAN | I | PRESIDENT/CCO | E | Control |
| WILDES, JEFFREY, DEAN | I | PRESIDENT/CCO | E | Control |
| WILDES, JEFFREY, DEAN | I | PRESIDENT/CCO | E | Control |
| WILDES, JEFFREY, DEAN | I | PRESIDENT/CCO | E | Control |
| WILDES, JEFFREY, DEAN | I | PRESIDENT/CCO | E | Control |
| WILDES, JEFFREY, DEAN | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (6)
GA NC SC TN TX VA
Address
625 CHURCH ST.GEORGETOWN, SC 29440
United States
Phone: 843-485-4371