WAM Advisors2021-01-20T14:35:21+00:00
Advisors

Helpful information for advisors currently partnering with Wildermuth Asset Management

Strategy Selection Forms

Click here for the All Strategies form

TAMPS we are on:

  • Sawtooth
  • Folio

  • Brookstone

  • Vestmark
  • Envestnet
  • Adhesion

Custodians

  • NFS

  • TD Ameritrade

Partners

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

Getting Started With Orion Planning

Orion is pleased to share access to our Financial Planning and Wellness Tool, provided through Orion Planning (formerly Advizr). Just like exercising and eating nutritious foods are good habits for your physical health, having a positive relationship with money is good for your peace of mind and well-being.

Learn More

Next Generation Client Experience

It’s no secret that consumers expectations are shifting. They not only want what they want, when they want it– but they also want to connect and collaborate even more with their service providers.

Learn More

Operationalize Your
Vision

We’ve helped financial professionals operationalize their visions and achieve their growth goals for over 20 years.

In that time, we’ve learned that the most successful firms on our platform have a few needs in common. We’ve evolved our technology and service model to best accommodate each of them.

Learn More

Need Help?

Please reach out. The Wildermuth Asset Management team is ready to serve you and your clients.

Contact Us
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Contact Us

  • services@wildermutham.com

  • 678-506-3200

  • 11525 Park Woods Circle Alpharetta, GA 30005

Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB. Investment advisory services offered through Kalos Management, Inc., an SEC Registered Investment Adviser. Insurance products offered through Kalos Financial, Inc., a licensed insurance agency. These members of the Kalos Family of Companies are separate affiliated firms that share common ownership and are represented by the Kalos Financial service mark.Past performance is not a guarantee of future results. All investments involve risks, including loss of principal. For Wildermuth Asset Management’s ADV2A please click here

GIPS reports available upon request by contacting us

There are material differences between the terms under which endowments and individuals can invest in alternative investments. These differences include, but are not limited to commissions and fees, conflicts of interest, access to investment opportunities, size, investment time horizons, and the ability to tolerate illiquidity. There is no standard or exact definition of the endowment model. Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors. Kalos does not claim that any investor will achieve the same result as any endowment, institution, or other investor. Kalos’ Investment Adviser Representatives have a conflict of interest when they recommend securities where they earn a commission as Registered Representatives of Kalos Capital. We address this conflict by disclosing the fees and commissions related to the investments recommended to our clients. Also, Kalos representatives do not earn both advisory fees and brokerage commissions on the same assets.

Check the background of these firms on FINRA’s Broker Check / http://www.finra.org.