Martin Wildy
Avail Investment Partners · Lemont, Pennsylvania
Martin Wildy is a fee-only financial advisor at Avail Investment Partners in Lemont, Pennsylvania, who holds the CFA credential. Avail Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
Facts
| Firm | Avail Investment Partners |
|---|---|
| Based in | Lemont, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $184.5M across 427 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, PA · CRD 4264267 |
| Exams passed | Series 66 (2002) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | availinvest.com |
How Martin's firm compares
- Avail Investment Partners's average account is about $432,000, from its Form ADV (assets managed divided by 427 accounts).
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Questions about Martin
Is Martin Wildy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martin holds no broker registration, and Avail Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Martin charge for financial advice?
Martin's firm, Avail Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Martin Wildy based?
Martin Wildy is based in Lemont, Pennsylvania.
What credentials does Martin Wildy hold?
Martin Wildy holds the CFA credential.
Is Martin Wildy registered with the SEC?
Yes. Martin Wildy is registered as an investment adviser representative in MA and PA (CRD 4264267), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avail Investment Partners manage?
Avail Investment Partners reports $184.5M across 427 accounts in assets under management.
How do I contact Martin Wildy?
Through Martin's website, availinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Avail Investment Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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