Wild Iris Financial

Overview

Wild Iris Financial is an independent, Florida-registered limited liability company that provides financial planning and discretionary portfolio management primarily for individuals, families, and small business owners. The firm is owned by an individual principal and charges clients via a combination of assets-under-management fees, hourly billing, and fixed-fee arrangements. Its advisory activity centers on personalized financial planning and portfolio management rather than serving institutional pension or related-adviser mandates. The firm does not position itself as an ESG-focused manager and is not structured as a multi-state adviser; its regulatory registration is in Florida. Wild Iris Financial’s client base is small and relationship-driven, suggesting a high-touch, bespoke service model rather than scale-driven product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices