Unclaimed Profile

Amanda Petronella Coetzee

WILDERMUTH ADVISORY, LLC·PONTE VEDRA BEACH, Florida

SIE, Series 7, Series 63, Series 66Clean record14 years registeredWILDERMUTH ADVISORY, LLC

818 A1A HIGHWAY N, PONTE VEDRA BEACH, FL 32082CRD# 4819615Firm CRD# 169354

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amanda Petronella Coetzee · PONTE VEDRA BEACH, FL

Registration

CRD #4819615 · WILDERMUTH ADVISORY, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WILDERMUTH ADVISORY, LLC

WILDERMUTH ADVISORY, LLC

Nov 2017 – Dec 2023

PONTE VEDRA BEACH, FL

KALOS MANAGEMENT

Feb 2012 – Oct 2017

ALPHARETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · February 14, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILDERMUTH ADVISORY, LLC

CRD 169354 · SEC 801-78820

AUM

$121M

Regulatory assets under management

Employees

1 client accounts

Services offered by WILDERMUTH ADVISORY, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at WILDERMUTH ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Amanda Petronella Coetzee offer?

Amanda Petronella Coetzee specializes in Investment Management, Fee-Only Advisory.

What are Amanda Petronella Coetzee's credentials?

Amanda Petronella Coetzee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amanda Petronella Coetzee located?

Amanda Petronella Coetzee is based in PONTE VEDRA BEACH, Florida, last registered with WILDERMUTH ADVISORY, LLC.

How does Amanda Petronella Coetzee charge for services?

Amanda Petronella Coetzee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILDERMUTH ADVISORY, LLC?

WILDERMUTH ADVISORY, LLC has approximately 5 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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