Jeffrey Wildermuth is a registered investment advisor at Assetmark, INC., based in State College, PA, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1960 Old Gatesburg Road, State College, PA, 16801
Get directionsHistory
Regulatory History
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
Jeffrey works full-time as a Portfolio Manager for AssetMark, Inc., a Registered Investment Adviser and subsidiary of AssetMark Financial, Inc. This employment began in 2016.
Employment History
Current Registrations
Assetmark, INC.
Previous Registrations
Sei Investments Management CORP
State Registrations1 state
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.