Single Family OfficeRIA · CRD 143404SEC-Registered

Updated:

Edward R. Wildman, CPA, LLC

Edward R. Wildman, CPA, LLC is a single-family office operated by CPA Edward R. Wildman, with no publicly disclosed AUM, investments, or location.

Edward R. Wildman, CPA, LLC

Edward R. Wildman, CPA, LLC is a single-family office structured as a professional accounting practice. The firm's legal name indicates Edward R. Wildman serves as the principal, likely leveraging his CPA background to handle tax planning, financial reporting, and wealth management. The entity does not publicly disclose its founding year, location, or assets under management. Without public investment holdings, strategy remains opaque. The CPA structure implies a focus on tax-efficient management of personal assets, possibly including direct real estate, securities, or small business interests. No known fund commitments or direct deal participation is reported. Team size and additional offices are unknown, as the firm has no public website or professional social media presence. It likely operates as a lean, single-person entity or small team handling the financial affairs of its principal and family. The firm's structural differentiator is its CPA-legal form, which blends wealth management with professional accounting services. This hybrid reduces overhead and regulatory complexity but limits external visibility and institutional activity. Succession or governance details are not publicly available.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Principals

Edward R. Wildman

Principal

Frequently asked questions

Who runs Edward R. Wildman, CPA, LLC?

Edward R. Wildman is the named principal. His CPA background indicates he manages the firm's financial and investment decisions, likely with a tax-planning emphasis (public record).

Is this firm a single-family office or an accounting practice?

The firm is both. It is registered as a limited liability company under Edward R. Wildman's CPA license, suggesting the entity blends personal wealth management with professional accounting services (public record).

Does the firm make direct investments or fund commitments?

No public record of fund commitments, direct deals, or portfolio companies exists. The firm's investment strategy is not disclosed.

Where does the underlying wealth come from?

Wealth origin is not publicly disclosed. The firm's name and structure suggest wealth generated through Edward R. Wildman's CPA practice or personal accumulation.

What investment sectors does the firm focus on?

No sector focus is publicly stated. The firm's tax-centric structure may suggest a broad mandate including real estate, securities, or business interests, but nothing is confirmed.

How can I contact Edward R. Wildman, CPA, LLC?

No public contact information, website, or LinkedIn profile is available for the firm. The entity may have a registered address through state business filings, but this has not been publicly disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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