Edward R.. Wildman, CPA, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,637,225
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
11
64% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$2,785,202
About
The firm provides advisory services to a mix of individual and institutional clients, including trusts, estates, charitable organizations, corporations, and pension or profit‑sharing plans. In addition to portfolio management and a 401(k) Daily Valuation program for employers, the firm operates as a certified public accounting practice offering traditional tax and accounting services.
Investment guidance is rooted in a value‑driven, fundamentally based, long‑term philosophy and implemented through a client‑specific Investment Policy Statement. The firm manages accounts on a discretionary basis while typically delegating tactical security selection and trade execution to independent sub‑advisors, and it conducts ongoing monitoring and periodic performance reviews.
What is distinctive is the firm’s dual role as a CPA/PFS practice that maintains an active tax and accounting business while also serving as an SEC‑registered advisor, a combination that is uncommon among independent advisors. The firm accepts retirement plan and other institutional clients under ERISA fiduciary responsibilities, offers plan‑level services through third‑party arrangements, and occasionally provides tax‑focused evaluations of syndicated investments and public educational seminars.
Client services
Portfolio management
Selection of other advisers
Expertise
ESG / Sustainable investing
Active portfolio management
Fee options
$0 - $3,000,000: 1.500% total (0.750% ERW + 0.750% Sub-Advisor) $3,000,001 - $5,000,000: 1.000% total (0.500% ERW + 0.500% Sub-Advisor) $5,000,001+: 0.750% total (0.375% ERW + 0.375% Sub-Advisor)
Main office location
Edward R.. Wildman, CPA, LLC
Port St Lucie FL, United States
Number of offices
1
Most active in
Edward R.. Wildman, CPA, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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