Wildes Financial Strategies, Inc
SEC RegisteredAligning Wealth With Purpose
About the firm
At Wildes Financial Strategies, supporting your life plan and overall goals is our commitment. The firm strives to identify every opportunity to help clients save, grow, and protect their wealth, aligning wealth with values to assist in living and giving fully, faithfully, and stewardly.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Intelligent, integrity-driven financial guidance including investing in a purposeful way, navigating financial complexity, and creating personalized strategies tailored to clients' evolving needs, offered as an independent practice not focused on product sales.
Who they serve
Business owners, professionals, retirees, individuals, and families, including those impacted by International Paper closing.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 369 | $79M |
| High Net Worth Individuals | 26 | $53M |
| State/Municipal Entities | 7 | — |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wildes Financial Strategies, Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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