Unclaimed Profile

Daniel Lloyd Wildermuth

ASTERIA WEALTH LLC·PONTE VEDRA BEACH, Florida

SIE, Series 7, Series 24, Series 28, Series 63, Series 66, Series 99TO23 years registeredASTERIA WEALTH LLC

818 A1A HIGHWAY, PONTE VEDRA BEACH, FL 32082CRD# 1728318Firm CRD# 285106

Profile Verification

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

Identity

Daniel Lloyd Wildermuth · PONTE VEDRA BEACH, FL

Registration

CRD #1728318 · ASTERIA WEALTH LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASTERIA WEALTH LLC

WILDERMUTH ADVISORY, LLC

Nov 2017 – Mar 2021

Alpharetta, GA

WILDERMUTH ASSET MANAGEMENT, LLC

Dec 2016 – Mar 2021

ALPHARETTA, GA

KALOS MANAGEMENT

Feb 2005 – Mar 2021

ALPHARETTA, GA

KALOS MANAGEMENT

Dec 2004 – Feb 2005

ALPHARETTA, GA

KALOS CAPITAL, INC.

Mar 2003 – Mar 2005

ALPHARETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 63

Series 66

Series 99TO

Registration record

First registered · March 6, 2003

Years registered · 23

Disclosure History

2022Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

ASTERIA WEALTH LLC

CRD 285106 · SEC 801-108406

AUM

$98M

Regulatory assets under management

Employees

519 client accounts

Services offered by ASTERIA WEALTH LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ASTERIA WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Lloyd Wildermuth offer?

Daniel Lloyd Wildermuth specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Daniel Lloyd Wildermuth's credentials?

Daniel Lloyd Wildermuth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Lloyd Wildermuth located?

Daniel Lloyd Wildermuth is based in PONTE VEDRA BEACH, Florida, last registered with ASTERIA WEALTH LLC.

How does Daniel Lloyd Wildermuth charge for services?

Daniel Lloyd Wildermuth'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 ASTERIA WEALTH LLC?

ASTERIA WEALTH LLC has approximately 6 employees and manages $98M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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