WILDRYE FINANCIAL

Overview

Wildrye Financial is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on serving individuals and families with a fee model based on a percentage of assets under management. Its core client services are financial planning and discretionary portfolio management for individuals and small businesses. Wildrye Financial reports it is not an active ESG investor and does not operate as a multi-state adviser or pension consultant. Investment behavior is conservative and fund-centric: the majority of client capital is allocated to public funds and mutual funds rather than through extensive direct-stock or private-market programs. The firm manages client relationships on a discretionary basis, applying model or fund-based sleeves to meet client objectives rather than emphasizing heavy use of third-party allocator relationships.

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Location & Offices