News2019-07-10T13:23:37-04:00

News

Pension Bridge Event

Members of the Wildermuth Advisory team will be attending The Pension Bridge’s Private Equity Exclusive Conference in Chicago to learn about the most important issues, outlooks, challenges, opportunities and trends that are shaping the [...]

Wildermuth Endowment Fund Exceeds $150 Million AUM

Alpharetta, GA, June 5, 2019 – Wildermuth Advisory LLC, an investment advisor that applies endowment model investment strategies, announced today that the Wildermuth Endowment Fund has exceeded $150 million assets under management (AUM). The [...]

Market Commentary

Daniel Wildermuth’s Market Commentary features Mr. Wildermuth’s unique insight into U.S. and world markets, as well as, his review of current events shaping our nation and world.

Resources

Fund Documents

July 2019 Market Commentary

June 2019 Market Commentary

May 2019 Market Commentary

April 2019 Market Commentary

March 2019 Market Commentary

January 2019 Market Commentary

Dividend History

Fund Document Requests

If you would prefer to receive fund documents via mail, please call (678) 333-0900 or email us at investorservices@wildermuthsecurities.com.

Wildermuth Advisory, LLC is an SEC–registered investment adviser located in Alpharetta, Georgia. Wildermuth Advisory may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. Wildermuth Advisory’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Wildermuth Advisory’s website on the Internet should not be construed as Wildermuth Advisory’s solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation over the Internet.

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