# Wildrye Financial

> Wildrye Financial is a state-registered investment advisory firm in Bigfork, MT, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 317148
- Filed as: WILDRYE FINANCIAL
- Legal name: Wealthnest Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bigfork, MT
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317148
- AdvisorCensus page: https://advisorcensus.com/firm/wildrye-financial-bigfork-mt-317148

## Quick answers

**How is Wildrye Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Wildrye Financial reports these compensation arrangements: a percentage of assets under its management.

**Where is Wildrye Financial located?**
Wildrye Financial's principal office is in Bigfork, MT, according to its Form ADV.

**Is Wildrye Financial registered with the SEC or a state?**
Wildrye Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317148.

**How much does Wildrye Financial manage?**
Wildrye Financial reports $90,519,822 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Wildrye Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76); high net worth individuals (46).

**Does Wildrye Financial 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/317148

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $90,519,822
- Discretionary: $90,519,822
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $25,578,478 |
| High net worth individuals | 46 | $64,187,904 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $744,862 |
| Corporations or other businesses not listed above | Fewer than 5 | $8,578 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wildrye Financial (CRD 317148): Form ADV filing data as of October 2026.