Wildrye Financial

Registered investment advisor · Bigfork, Montana · CRD #317148

Assets Under Management

$91M

Client Accounts

317

Employees

CRD Number

317148

Registration

STATE Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Wildrye Financial

Wildrye Financial is a registered investment advisory firm headquartered in Bigfork, Montana, managing approximately $91M in regulatory assets across 317 client accounts. The firm's full regulatory record is filed with the SEC under CRD #317148.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Wildrye Financial

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Frequently Asked Questions

What is Wildrye Financial's AUM?

Wildrye Financial reports approximately $91M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Wildrye Financial headquartered?

Wildrye Financial is headquartered in Bigfork, Montana.

What is Wildrye Financial's CRD number?

Wildrye Financial's CRD number is 317148. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.