ASTERIA WEALTH LLC
  • ASTERIA WEALTH LLC
  • WILDERMUTH ASSET MANAGEMENT, LLC

Adviser Profile

As of Date 10/31/2023
Registration status Terminated
ADV Location ALPHARETTA, GA, United States
Contact Info 678 xxxxxxx
Websites
AUM* 98,360,548 -23%
of that, discretionary 97,813,584 -17%
Number of Employees 6 50%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 190,991 -16%
% High Net Worth 4.88% 8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

135M 116M 96M 77M 58M 39M 19M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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