# Wildes Financial Strategies

Wildes Financial Strategies is a Bank / Wealth / Trust based in Charleston, SC, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charleston, SC, United States
- **Region:** North America
- **Address:** George Town, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** wildesfinancialstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/wildes-financial-strategies

## Regulatory record

- **CRD number:** 289496
- **SEC file number:** 801-121843
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289496

## About

Wildes Financial Strategies was founded in 2017 and maintains its sole office in George Town. The firm is structured as a registered investment advisor, providing financial planning, portfolio management, and tax planning services. Its client base includes individuals, high-net-worth families, and various organizations. The firm's service model combines discretionary portfolio management with integrated financial and tax planning, a structure common among smaller US-based RIAs. Wildes Financial Strategies does not disclose a specific asset-class allocation or investment-stage preference publicly. The geographic footprint is concentrated domestically, with no known international offices evident. The absence of named portfolio companies or publicly cited co-investment partners limits visibility into specific deployment activity. The firm's website offers no detail on total assets under management or the number of investment professionals. No adjacent vehicles, philanthropic foundations, or club memberships are publicly referenced. The most recent regulatory posture or operational update is not available from the standard public record. What distinguishes Wildes Financial Strategies structurally is its standalone RIA model: it is neither a multi-family office aggregator nor attached to a larger wealth management platform. This independent boutique structure is typical of small-market advisors who integrate tax and planning with portfolio decisions under one roof, operating without the capital scale or product shelf of a national firm.

## Questions

### Who runs investment decisions at Wildes Financial Strategies?

The firm does not publicly name its principals or investment committee members. As a privately held RIA, the named control persons on its SEC Form ADV are the best available source, though those filings were not available in the inputs consulted.

### What is Wildes Financial Strategies' known posture on co-investments?

Not publicly addressed. The firm's stated services center on portfolio management and planning, and no co-investment vehicle or direct-deal activity is referenced in available materials.

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Last updated: 2026-07-08T22:38:34.654Z

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