# WILDERMUTH ADVISORY, LLC

WILDERMUTH ADVISORY, LLC of PONTE VEDRA BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 169354
- Type: SEC-registered investment adviser
- SEC file number: 801-78820
- Location: 818 A1A HIGHWAY N, SUITE 301, PONTE VEDRA BEACH, FL, 32082
- Phone: 678-222-3100
- Latest filing: 2023-04-28
- Regulatory AUM: $121.5M
- Discretionary AUM: $121.5M
- Clients: 5
- Accounts: 1

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| WILDERMUTH CAROL JEAN | CFO; CHIEF COMPLIANCE OFFICER / COO / CFO; COO / CFO (+1 more) | — |
| WILDERMUTH DANIEL LLOYD | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| COETZEE AMANDA PETRONELLA | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169354/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169354/similar
- Related entities: https://search.stillhousedata.com/firm/169354/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169354

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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.