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The Wildermuth Endowment Fund seeks to provide long-term capital appreciation and income to investors by utilizing investment strategies and asset allocation policies established by leading endowment funds.

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Asteria Wealth is a money manager providing Separately Managed Account strategies that include a variety of equity and fixed income asset classes specifically created to maximize clients’ earnings potential.

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About Wildermuth Wealth

Wildermuth Wealth is a service mark that encompasses the Wildermuth family of companies. It includes the portfolio management and distribution services associated with the Wildermuth Endowment Fund and Wildermuth Asset Management. Chief Investment Officer, Daniel Wildermuth, leads and manages these strategies along with a distinguished team of experienced, insightful analysts.

This tailored approach offers investors asset management across a wide array of asset classes, including equities and fixed income as well as numerous non-traditional asset classes, such as private equity, real estate, oil and gas, commodities, and hedge funds. Across all strategies, the advisor’s primary focus is to seek risk-adjusted returns that generate alpha. Alpha is a measure of an investment’s performance on a risk-adjusted basis. It takes the volatility (price risk) of a security or fund portfolio and compares its risk-adjusted performance to a benchmark index. The excess return of the investment relative to the return of the benchmark index is its alpha.

Why We Are Different

The Wildermuth family of companies delivers meaningful advisory and asset management services; and develops and supports innovative investment solutions that help to level the playing field for the individual investor.

Striving to be mindful and contemplative

Genuine passion and caring

Developing different and compelling investment strategies that help to level the playing field for the individual investor

Meet the Team

Our people are at the heart of the Wildermuth family of companies. Learn more about Daniel and Carol Wildermuth, our founders, as well as other key team members.

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818 A1A Highway N, Suite 301, Ponte Vedra Beach, FL 32082 .678-333-0900

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