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Wildermuth Advisory LLC operated as an investment adviser, specializing in managing investment portfolios and providing financial advice. The firm previously managed the Wildermuth Fund with an endowment-like strategy. Its core service involved discretionary investment management, tailoring financial guidance and asset allocation for institutional clients and high-net-worth individuals seeking diversified investment solutions.
Specific founder information for Wildermuth Advisory LLC is not readily available through public SEC filings or general web searches confirming specific individuals as sole founders and their insights at the time of its inception. The firm's SEC registration became effective on May 28, 2013, indicating its formal establishment and entry into the investment advisory landscape.
Wildermuth Advisory previously served clients including high-net-worth individuals and institutional investors, primarily through its management of the Wildermuth Fund. The firm aimed to deliver robust investment performance and strategic financial planning, although its operations ceased, with its SEC registration terminated in December 2023.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Apr 21, 2016 | Clear Guide Medical | $1.5M Series A | Wildermuth Advisory | — |