Martin
Wildy
Abundance Wealth Counselors, LLC
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About this Advisor
Martin Wildy is a financial advisor based in State College, Pennsylvania, working with Abundance Wealth Counselors, LLC. Martin has previously held positions at Aris Wealth Services Inc, Eventide Asset Management, Investment Research Partners, Avail Investment Partners, LLC, and Abundance Wealth Counselors. Martin has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Martin is part of Abundance Wealth Counselors, LLC, which operates out of State College, Pennsylvania. The firm has 26 employees and manages assets totaling $1.2 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Abundance Wealth Counselors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Abundance Wealth Counselors, LLC Brokerage Details
$1,185,413,613
26
1,638
$723,696
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Martin Wildy Work History
Abundance Wealth Counselors
Avail Investment Partners, LLC
Investment Research Partners
Eventide Asset Management
Aris Wealth Services Inc
Disclosures
Please visit the SEC profile of Martin Wildy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abundance Wealth Counselors, LLC
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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