MW
CFA
MW
CFA

Martin Wildy

17 Years of Experience
State College, PA

Martin Wildy is a CFA-designated registered investment advisor at Abundance Wealth Counselors, LLC, based in State College, PA, with 17 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 511 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$1.6B
Loading...

Location

232 Regent Court, State College, PA, 16801

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Martin is a passive owner of 1620 Investment Advisors, Inc. and is engaged in consulting related to the CFA examination process. He is also a member of several real estate investment partnerships and a volunteer on the Finance and Investment Committee for ClearWater Conservancy, as well as a partner and IAR at Avail Investment Partners, LLC and Investment Research Partners, LLC.

Employment History
Current Registrations
Abundance Wealth Counselors, LLC
August 2022 - Present · 3 yrs 8 mos
Avail Investment Partners, LLC
October 2021 - Present · 4 yrs 6 mos
Investment Research Partners
June 2019 - Present · 6 yrs 10 mos
Previous Registrations
Aris Wealth Services INC
September 2006 - January 2015 · 8 yrs 4 mos
1620 Investment Advisors, INC.
April 2004 - September 2006 · 2 yrs 5 mos
State Registrations2 states
MAPA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.