ASTERIA WEALTH LLC

2 registered advisors·CRD# 285106

SEC# 801-1084060770-407-5401

01

Firm Overview

AUM

$98M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at ASTERIA WEALTH LLC

2 registered advisors

Daniel Lloyd Wildermuth

PONTE VEDRA BEACH, Florida

John Joseph Dillon

ALPHARETTA, Georgia

05

Office Locations

ALPHARETTA, Georgia

PONTE VEDRA BEACH, Florida

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Data sourced from SEC Form ADV filings. ASTERIA WEALTH LLC (CRD# 285106) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.