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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WILDES FINANCIAL STRATEGIES, INC

CRD 289496

GEORGETOWN, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b80d1817-84e4-a393-a706-bd207a2d91a2

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Jun 23, 2021 to Jul 23, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $138MItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $138M
Private client RAUM: $132MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $138Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 980
Individual clients: 369
High net worth clients: 26
Custody, client assets: $36.1M
SEC number: 801-121843
CRD: 289496
Filings on the tape: 14
First filed: Jun 23, 2021
Latest filed: Jul 23, 2026
Organised: Corporation, SC
Website: wildesfinancialstrategies.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY DEAN WILDES	Certified Financial Planner	GEORGETOWN, SC	9	27	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WILDES, JEFFREY, DEAN	PRESIDENT/CCO	E	yes	11/2000	Jun 23, 2021	Sep 16, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
MOUNT PLEASANT	Sc	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$138M	$138M	8	3	0	n/a	n/a
2024	Mar 28, 2025	$117M	$117M	6	2	1	n/a	n/a
2023	Mar 29, 2024	$105M	$105M	6	2	0	n/a	n/a
2022	Mar 23, 2023	$100M	$100M	6	2	0	n/a	n/a
2021	Mar 31, 2022	$111M	$111M	7	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$138M	$117M	17.9%	$100M	11.4%	8	6	0	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	2	Oct 5, 2017	Aug 3, 2017	GEORGETOWN, SC	Team lift out	Other	0.1%

Relationships

Registered with (5)

← JEFFREY DEAN WILDESAdvisorregistration: current employment
Aug 3, 2017 to presentfactForm ADV
← Jadyn Caroline WatsonAdvisorregistration: previous registration
Apr 9, 2025 to May 23, 2025factForm ADV
← Nathan Edward WhiteAdvisorregistration: previous registration
Apr 17, 2024 to Jul 10, 2024factForm ADV
← Corbett Atwell McKinneyAdvisorregistration: previous registration
Dec 8, 2020 to Mar 1, 2023factForm ADV
← Amanda Vail RidgewayAdvisorregistration: previous registration
Aug 3, 2017 to Feb 15, 2019factForm ADV

Controls (1)

← WILDES, JEFFREY, DEANOwnerPRESIDENT/CCO, ownership code E, individual
Jun 23, 2021 to Sep 16, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser2 advisors, team lift out
Oct 5, 2017 to Aug 3, 2017factForm ADV

Dated events

Occurred
May 23, 2025
Advisor changed firm
Jadyn Caroline Watson left Wildes Financial Strategies, Inc for Commonwealth Financial Network (registered 2025-06-13)
Form ADVobserved 5 days ago
Occurred
Jul 10, 2024
Advisor changed firm
Nathan Edward White left Wildes Financial Strategies, Inc for Morris Financial Concepts, Inc. (registered 2026-02-11)
Form ADVobserved 5 days ago
Occurred
Mar 1, 2023
Advisor changed firm
Corbett Atwell Mckinney left Wildes Financial Strategies, Inc for Osaic Fa, Inc. (registered 2024-10-08)
Form ADVobserved 5 days ago
Occurred
Jun 23, 2021
First Form ADV filing
Wildes Financial Strategies, Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b80d1817-84e4-a393-a706-bd207a2d91a2
First observed: Jun 23, 2021
Last observed: Jul 23, 2026 59 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILDES FINANCIAL STRATEGIES, INC

CRD 289496

GEORGETOWN, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b80d1817-84e4-a393-a706-bd207a2d91a2

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:21 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY DEAN WILDES

Certified Financial Planner

GEORGETOWN, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WILDES, JEFFREY, DEAN

PRESIDENT/CCO

yes

11/2000

Jun 23, 2021

Sep 16, 2024

City

State

Country

Employees

Also broker-dealer

MOUNT PLEASANT

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$138M

n/a

2024

Mar 28, 2025

$117M

n/a

2023

Mar 29, 2024

$105M

n/a

2022

Mar 23, 2023

$100M

n/a

2021

Mar 31, 2022

$111M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$138M

$117M

17.9%

$100M

11.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 5, 2017

Aug 3, 2017

GEORGETOWN, SC

Team lift out

Other

0.1%