Advisors
Helpful information for advisors currently partnering with Wildermuth Asset Management
Strategy Selection Forms
TAMPS we are on:
- Sawtooth
- Folio
Brookstone
- Vestmark
- Envestnet
- Adhesion
Custodians
- NFS
TD Ameritrade

Financial Technology For Advisors And Firms
What does Orion do for me?
Planning
Provides tools for customizing financial plans for each individual client
Reporting
Allows advisors to run customized reports, standard reports, or create their own reports entirely.
Performance Viewing
Calculates performance and various risk metrics at the household, registration, or account level
Portfolio Auditing
Is used for client aggregation and information
Need Help?
Please reach out. The Wildermuth Asset Management team is ready to serve you and your clients.