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WILDES FINANCIAL STRATEGIES, INC
CRD 289496File 801-121843
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$138.3M
Bottom 25% of cohort (national)
Discretionary AUM
$138.3M
Clients
402
980 accounts
Employees
8
Bottom 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 23, 2021
- Principal office
- 625 CHURCH ST., GEORGETOWN, SC, 29440
- Phone
- 843-485-4371
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $138.3M
- Discretionary AUM
- $138.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 980
- Non-discretionary accounts
- 0
- Total accounts
- 980
- AUM per client
- $344K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $1.0M |
| High net worth individuals | 26 | $52.7M |
| Individuals (other than high net worth individuals) | 369 | $79.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 422 | 402 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.