WILDERMUTH DANIEL LLOYD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WILDERMUTH DANIEL LLOYD appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | KALOS MANAGEMENT, INC. | PRESIDENT | PONTE VEDRA BEACH, FL |
| — | Form ADV | WILDERMUTH ADVISORY, LLC | PRESIDENT AND CHIEF EXECUTIVE OFFICER | PONTE VEDRA BEACH, FL |
| — | Form ADV | ASTERIA WEALTH LLC | PRESIDENT | PONTE VEDRA BEACH, FL |
| — | Form ADV | ADVISORS IMPACT, LLC | TRUSTEE | ALPHARETTA, GA |