# Edward R. Wildman, CPA, LLC

> Edward R. Wildman, CPA, LLC is a state-registered investment advisory firm, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 143404
- Filed as: EDWARD R. WILDMAN, CPA, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143404
- AdvisorCensus page: https://advisorcensus.com/firm/edward-r-wildman-cpa-llc-143404

## Quick answers

**How is Edward R. Wildman, CPA, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Edward R. Wildman, CPA, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Edward R. Wildman, CPA, LLC registered with the SEC or a state?**
Edward R. Wildman, CPA, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143404.

**How much does Edward R. Wildman, CPA, LLC manage?**
Edward R. Wildman, CPA, LLC reports $30,637,225 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**What types of clients does Edward R. Wildman, CPA, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (4); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Edward R. Wildman, CPA, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143404

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $30,637,225
- Discretionary: $30,637,225
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $3,974,985 |
| High net worth individuals | 7 | $21,775,712 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,886,528 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- erwcpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edward R. Wildman, CPA, LLC (CRD 143404): Form ADV filing data as of October 2026.