# KALOS MANAGEMENT, INC.

KALOS MANAGEMENT, INC. of PONTE VEDRA BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 133025
- Type: SEC-registered investment adviser
- SEC file number: 801-65182
- Location: 818 A1A N, STE. 30, PONTE VEDRA BEACH, FL, 32082
- Phone: 770-407-5401
- Latest filing: 2023-03-16
- Regulatory AUM: $128.6M
- Discretionary AUM: $128.6M
- Clients: 5
- Accounts: 1,174

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| WILLIAMS WILLIAM RAY | CHIEF COMPLIANCE OFFICER | — |
| WILDERMUTH CAROL JEAN | CFO; CHIEF COMPLIANCE OFFICER; COO (+1 more) | — |
| WILDERMUTH DANIEL LLOYD | CEO & PRESIDENT; PRESIDENT; TRUSTEE | — |
| LEE GERALD A | CHIEF OPERATING OFFICER; PRESIDENT | — |
| DILLON DONALD JOSEPH | CCO; CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133025/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133025/similar
- Related entities: https://search.stillhousedata.com/firm/133025/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133025

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.