Daniel Lloyd Wildermuth

Chief Executive Officer at

Wildermuth Asset Management LLC

64 year

55 connections

Finance

Technology Services

Consumer Services

Profile

Mr. Daniel L.
Wildermuth is a Portfolio Manager at Quartz Partners LLC, a Chief Executive Officer at Wildermuth Securities LLC, at Wildermuth Asset Management LLC, and at Kalos Capital, Inc., a Chairman, and a President & CEO at Wildermuth Endowment Fund.
He is on the Board of Directors at Clearsense LLC, Kingdom Investments LLC, VirTeca LLC, DSI Digital LLC, Waratek, Inc., Clear Guide Medical, Inc., Institutional Real Estate, Inc. and GigaPro, Inc. Mr. Wildermuth was previously employed as a Chief Executive Officer & Chief Investment Officer by Wildermuth Advisory LLC, a Co-Founder & Chief Executive Officer by Kalos Management, Inc., and a Principal by Morgan Stanley & Co. LLC.
Mr. Wildermuth earned an MBA in Finance from Anderson School at UCLA and an undergraduate degree in engineering from Stanford University.

Daniel Lloyd Wildermuth active positions

Companies	Position	Start
Clear Guide Medical, Inc. Clear Guide Medical, Inc. Medical SpecialtiesHealth Technology Develops navigation technology devices for image fusion and augmented reality	Director/Board Member	2015-12-31
Wildermuth Endowment Fund Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Chief Executive Officer	-
Kalos Capital, Inc. Kalos Capital, Inc. Investment Banks/BrokersFinance Provides security brokerage services	Chief Executive Officer	-
Wildermuth Asset Management LLC Wildermuth Asset Management LLC Investment ManagersFinance Provides asset management services	Chief Executive Officer	2015-12-31
Waratek, Inc. Waratek, Inc. Packaged SoftwareTechnology Services Designs and develops redundant array independent servers technology	Director/Board Member	2016-12-31
GigaPro, Inc. GigaPro, Inc. Information Technology ServicesTechnology Services Provides technology related services	Director/Board Member	-
Wildermuth Securities LLC	Chief Executive Officer	2016-12-31
Institutional Real Estate, Inc. Institutional Real Estate, Inc. Financial ConglomeratesFinance Provides investment services	Director/Board Member	2015-12-31
DSI Digital LLC DSI Digital LLC Packaged SoftwareTechnology Services Provides engineering and modeling software services	Director/Board Member	2016-12-31
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All active positions of Daniel Lloyd Wildermuth

Former positions of Daniel Lloyd Wildermuth

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Linked companies

Private companies	18
Kalos Capital, Inc. Kalos Capital, Inc. Investment Banks/BrokersFinance Provides security brokerage services	Finance
Clear Guide Medical, Inc. Clear Guide Medical, Inc. Medical SpecialtiesHealth Technology Develops navigation technology devices for image fusion and augmented reality	Health Technology
Wildermuth Endowment Fund Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Stanford University Stanford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Institutional Real Estate, Inc. Institutional Real Estate, Inc. Financial ConglomeratesFinance Provides investment services	Finance
Kalos Management, Inc. Kalos Management, Inc. Investment ManagersFinance Kalos Management offers a variety of investment strategies to diversify client’s securities portfolios.	Finance
Wildermuth Advisory LLC Wildermuth Advisory LLC Investment ManagersFinance Wildermuth Advisory aims to increase the potential for long-term growth while reducing near-term volatility through utilizing upper-tier traditional and non-traditional investments. The firm manages individual equities with a focus on value, growth, and blend as well as large-, mid-, and small-cap. In most circumstances, they employ fundamental research to select individual securities domestically and abroad. Wildermuth Advisory also provides fixed income management emphasizing diversification across different sectors, international opportunities, duration, and investment vehicles including individual bonds and ETFs.	Finance
Quartz Partners LLC Quartz Partners LLC Investment ManagersFinance Provides investment advice	Finance
Wildermuth Asset Management LLC Wildermuth Asset Management LLC Investment ManagersFinance Provides asset management services	Finance
Waratek, Inc. Waratek, Inc. Packaged SoftwareTechnology Services Designs and develops redundant array independent servers technology	Technology Services
DSI Digital LLC DSI Digital LLC Packaged SoftwareTechnology Services Provides engineering and modeling software services	Technology Services
Clearsense LLC Clearsense LLC Packaged SoftwareTechnology Services Develops data maturity and optimize analytics tools to health care professional	Technology Services
Wildermuth Securities LLC
GigaPro, Inc. GigaPro, Inc. Information Technology ServicesTechnology Services Provides technology related services	Technology Services
VirTeca LLC VirTeca LLC Wholesale DistributorsDistribution Services Supplies parcel handling equipment	Distribution Services
Kingdom Investments LLC