Daniel Wildermuth is the founder and CEO of multiple financial services firms including Asteria Wealth, a money management firm administering over 20 equity, fixed income and alternative portfolio strategies and investment solutions for retail and institutional investors; Wildermuth Advisory, LLC, an institutional fund advisor; and Wildermuth Securities, a fund distribution brokerage firm. Mr. Wildermuth serves as Chief Investment Officer for Wildermuth Advisory and Asteria Wealth.

Over the past 25 years, Mr. Wildermuth has been a pioneer in the adaption of the Endowment Investment approach to the needs of individual investors. Daniel’s success and insightful approach has garnered media coverage from Barron’s, Investment News, Forbes Magazine, Family Office Magazine, CNBC, Bravo TV, Dow Jones Newswire, and other financial market news outlets.  McGraw-Hill has published his two books outlining the approach (Wise Money: Minimizing Your Risk and Increasing Your Control & How to Keep and Grow Your Retirement Assets) that more fully explains applying the strategy to individual accounts. In his monthly newsletter, his comments on markets and potential future directions are syndicated nationally by news services and advisors. He speaks frequently at industry conferences and events and is often quoted as an expert in the fields of alternative investments, the stock market, and the general economy.

Mr. Wildermuth earned an MBA in Finance from Anderson School at UCLA and an undergraduate degree in engineering from Stanford University. He graduated in the top 2 percent and 15 percent of classes, respectively.

Carol Wildermuth has over 30 years of experience in financial services and has founded multiple financial firms. She currently serves as the CFO of Asteria Wealth and Wildermuth Securities, the distributor of the Wildermuth Fund. She serves as the Chief Financial Officer of Wildermuth Advisory and also serves as a board member on the Wildermuth Fund. Prior to founding the companies, she supervised the Private Client Division of Lehman Brother’s Southeast Asia branch, with offices in Hong Kong and Singapore. Ms. Wildermuth graduated from Pacific Lutheran University with a B.A. in Economics.

Ryan Cummins is the Portfolio Analyst for Asteria Wealth, focused on research of public equities.  He is also an analyst for Wildermuth Advisory focused on research and due diligence of alternative investments. He is a member of the Wildermuth Advisory Investment Committee. Mr. Cummins brings over a decade of experience in investment management. Throughout his career, he has held various institutional investment and finance positions at Cliffwater (a specialist consultant in alternative investments), Cantor Fitzgerald, Blackstone and hedge fund firms in New York City. Mr. Cummins has earned the right to the Chartered Financial Analyst (CFA) designation and is a member of the CFA society of Jacksonville.

Beth Holbrook is the Director – Client Services & Operations for Asteria Wealth.  Beth oversees the client services and operations team, ensuring daily, monthly, and quarterly processes run smoothly, while providing concierge service for client accounts. She is responsible for managing advisor-client relationships and helps drive and support the company’s strategic initiatives. Prior to joining Asteria Wealth and its affiliate, Wildermuth Advisory, Beth spent 13 years in various roles with an investment advisor, the last three as its Chief Compliance Officer. Beth has earned the right to the Investment Adviser Certified Compliance Professional (IACCP®) designation.

Zach Padgett is a Trading & Operations Associate for Asteria Wealth. He is primarily responsible for the execution of all trades for Asteria Wealth.  Zach also handles billing, performance reporting, and various other operational duties.  He has over a decade of trading and portfolio administration experience.  Zach earned his BBA degrees, summa cum laude, in Accounting and Finance, and his MBA in Finance from the University of North Florida.