Owen Wildermuth

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2022 → 01/2023
  Zincasa
  Littleton, CO
• 05/2019 → 07/2022
  Starbucks
  Westlake Village, CA
• 08/2018 → 11/2018
  Dilbeck Real Estate
  Westlake Village, CA
• 10/2017 → 07/2018
  Jersey Mikes
  Westlake Village, CA
• 08/2013 → 08/2017
  Chick Fil A
  Westlake Village, CA
• 08/2023 → Present
  Fidelity Investments
  Thousand Oaks, CA
• 08/2017 → 08/2019
  Moorpark Community College
  Westlake Village, CA
• 01/2023 → 07/2023
  Unemployed
  Camarillo, CA
• 01/2020 → 05/2022
  California State University
  Camarillo, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Thousand Oaks, CA
  Camarillo, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-29

Other Names

• Owen Shane Wildermuth