Wild Iris Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wild Iris Financial LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, offering tailored investment policy statements and ongoing discretionary management. The firm reports approximately $5.3 million in assets under management across a very small client base.
The firm’s process centers on a comprehensive discovery and IPS-driven approach that coordinates managed accounts with outside assets and applies tax-aware techniques such as asset location and tax-loss harvesting. Its investment methods include fundamental and cyclical analysis and modern portfolio theory, and it employs both long- and short-term trading strategies as well as margin transactions, which introduce additional leverage-related risks.
Although newly formed and small, the firm is not a solo practitioner and has at least one separate compliance/review role that conducts periodic account reviews, a staffing pattern that is less common among similar independent advisers. The firm requires clients to custody assets with specified custodians (Schwab Institutional, Altruist, or Fidelity) and does not aggregate block trades for multiple accounts, practices that can affect execution and operational handling compared with many peers.
Client services
Expertise
Fee options
$2,500 to $10,000 fixed fee for financial planning and consulting
$250,000 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.70%
$250 to $500 per hour
Account minimum: $250,000
Main office
333 3rd Ave N., Suite 400
St. Petersburg FL 33701
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Wild Iris Financial · Wild Iris Financial LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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