Wilde Wealth Management Group, Inc.

What Wilde Wealth Management Group, Inc. does

Wilde Wealth Management Group, Inc. is a fee-based, independent financial services firm headquartered in Scottsdale, Arizona, providing integrated wealth management, retirement planning, estate planning, tax and accounting services, insurance, college planning, and mortgage/real estate services to high-net-worth individuals, ultra-high-net-worth families, multi-generational families, tech entrepreneurs, corporate executives, and professional athletes and entertainers. The firm operates through a network of 56 affiliated financial advisors across 17 offices in 8 states (Arizona, California, Nevada, New Mexico, Indiana, Arkansas, Florida), with the W Family Office sub-brand providing institutional-quality boutique services for UHNW and multi-generational households managing $5.42+ billion in assets under administration. Securities and advisory services are delivered through the firm's long-standing affiliation with Cetera Advisors LLC (member FINRA/SIPC), with Pershing providing clearing and custody infrastructure, while Pershing-issued AdviceWorks serves as the primary client-facing digital portal for account aggregation, goal tracking, document sharing, and collaborative scenario planning, supplemented by Albridge, NetXInvestor, and Riskalyze for risk profiling.

The firm earns revenue primarily through recurring AUM-based advisory fees on approximately $5.75 billion in assets under administration as of mid-2026 (up from ~$2.8B AUM in January 2024), supplemented by brokerage commissions and insurance commissions transacted through Cetera Advisors LLC and CFGA Insurance Agency. Wilde Wealth is privately held, with a strategic minority investment from Cetera Financial Group completed in January 2024 providing succession and growth capital while preserving founder Trevor Wilde's operational control. The firm grows through a combination of organic advisor recruiting via the Wilde Wealth Advisor Network affiliate program and tuck-in acquisitions of regional advisory practices (including Muhlenfeld & Huish, Mosaic Financial Associates, Triumph Wealth Management, and Kincaid Financial Advisors between 2020 and 2023), supported by an in-house executive team led by CEO Trevor Wilde and a C-suite comprising Chief Compliance Officer, Chief Growth Officer, Chief Operating Officer, and Co-Chief Investment Officers.

Name

Wilde Wealth Management Group, Inc.

Legal name

Wilde Wealth Management Group, Inc.

Website

https://wildewealth.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Wilde Wealth Management Group is a fee-based, independent financial advisory firm headquartered in Scottsdale, Arizona, serving high-net-worth individuals, multi-generational families, and ultra-high-net-worth households through 56 advisors across 17 offices in 8 states with $5.75 billion in assets under administration.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Life Insurance (6311)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Estate Planning, Trust Structuring & Governance (FSAAADAF), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Wealth management
• Retirement planning
• Estate planning
• Investment advisory
• Financial planning

Headquarters

HQ city

Paradise Valley

HQ country

United States

HQ region

North America

Offices17 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fee-Based Advisory Services: Fee-based financial services with transparent, fiduciary-aligned advice. Provides ongoing monitoring, re-balancing, professional management and oversight. Revenue generated from advisory fees based on assets under management.
2. Brokerage Services: Securities registration includes Series 7, 9, 10, and 66. Some representatives operate as Registered Representatives offering brokerage services with transaction-based compensation (commissions), while Investment Adviser Representatives offer advisory services for fees.
3. Insurance Products: Insurance products offered through Cetera Advisors LLC doing insurance business in CA as CFGA Insurance Agency LLC.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

Wilde Wealth Management Group is a fee-based, independent financial services firm that provides comprehensive wealth management solutions including investment management, retirement planning, estate planning, and in-house tax and accounting services. The firm also operates the W Family Office division serving ultra-high-net-worth and multi-generational families, and offers insurance, college planning, and real estate services through strategic partners. Services are delivered through 56 affiliated financial advisors across 17 office locations in the U.S. Southwest.

Product overview

Wilde Wealth Management Group is a fee-based, independent financial services firm offering a unified platform of wealth management services delivered through a combination of in-house capabilities and strategic local partnerships. The core offering centers on investment management, retirement planning, estate planning, and tax & accounting services (via in-house CPA), with premium family office services provided through the W Family Office division. The firm also provides integrated insurance, college planning, and mortgage & real estate services through affiliated business partners. The AdviceWorks platform serves as the primary client-facing digital portal for account aggregation and financial planning. The firm operates across 17 nationwide offices serving clients in the Southwestern United States and beyond, with approximately $5.42+ billion in assets under administration.

Differentiator

Problem solved

Functional benefit

Brands

• W Family Office: Institutional-quality, boutique family office wealth management division serving multi-generational families, ultra-high net worth individuals, tech entrepreneurs and executives, and athletes and entertainment professionals.
• Wilde for Arizona

Products and services

• Investment Management Data-driven investment management services including portfolio management, asset allocation, diversification strategies, concentrated stock analysis, and portfolio stress testing delivered through in-house Independent Investment Advisors and CERTIFIED FINANCIAL PLANNERS.
• Retirement Planning Comprehensive retirement strategy development including retirement goal setting, 401(k) management, defined benefit plan guidance, Social Security analysis, RMD strategies, and Roth IRA planning.
• Estate Planning Estate management services including estate planning, asset protection analysis, powers of attorney, will and living will preparation, health care proxy, and legacy planning for multi-generational wealth transfer.
• Tax & Accounting Services In-house CPA-provided tax and accounting services including personal and business tax preparation, tax strategies, cost basis review, realized gains/losses review, carry-forward losses, FSA and HSA management, tax loss harvesting, and self-employed tax strategies.
• W Family Office Institutional-quality boutique family office wealth management division serving multi-generational families, ultra-high net worth individuals, tech entrepreneurs, executives, athletes, and entertainment professionals with goals-based planning, investing, tax strategy, risk management, estate planning, and philanthropy services.
• Risk Management & Insurance Services Insurance strategy development including policy reviews, life insurance, long-term care insurance, disability insurance, health insurance, lines of credit, and general liability coverage, delivered through Wilde Wealth Insurance Services.
• College Planning Strategic college planning services offered through J.D. Wyczalek of Arizona College Planning to help families prepare for education expenses.
• Mortgage & Real Estate Services Home buying and selling assistance, mortgage review and financing, and real estate strategy delivered through Casey Taylor, Realtor and Mortgage Broker.
• Wilde Wealth Advisor Network Network program for financial advisors to join as Wilde Wealth Advisor Network Partners, providing a firm foundation for building a practice and legacy with access to firm resources, tools, experience, and guidance.

Quantifiable outcome

• 17 consecutive years of Barron's Top Financial Advisors recognition
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

17 partnerships are on record, tiered core and minor.

• PershingcoreTechnology or IntegrationStrategic partner providing clearing and custody services for Wilde Wealth's investment management operations.
• Ashton Thomas Private WealthminorOthersErica Bloudek, appointed COO in May 2026, joined Wilde Wealth from Ashton Thomas Private Wealth with nearly two decades of experience at Wells Fargo.
• Wilde Wealth Insurance ServicescoreStrategic or Co-development PartnerIn-house insurance services led by Taylor Whatcott, President of Insurance Services. Provides life insurance, long-term care, disability, health insurance, and other risk management products.
• Phelps LaClaircoreStrategic or Co-development PartnerEstate planning law firm partner providing in-house counsel for estate planning, asset protection, powers of attorney, wills, living wills, and charitable giving.
• J.D. Wyczalek - Arizona College PlanningcoreStrategic or Co-development PartnerCollege planning professional partner providing specialized college savings and planning services for clients.
• Casey Taylor / CT Moving AZcoreStrategic or Co-development PartnerLicensed realtor and mortgage professional providing home buying/selling, mortgage review, and real estate services.
• ECA Financial ServicescoreStrategic or Co-development PartnerHealth insurance and benefits partner led by Lisa M. Martin, RHU, Vice President. Provides health insurance and employee benefits services.
• Camelback Tax Advisors, PLLCcoreStrategic or Co-development PartnerCertified Tax Planning services led by Jesse Arandas, CPA. Provides tax preparation, tax strategies, and tax planning services.
• JRS Wealth Management GroupcoreChannel Partner/ Reseller/ DistributorAffiliate partner in Tucson, AZ (1610 East River Road, Suite 116). Jim Stark and Tim Lewis lead the affiliate office.
• Hallmark Financial / Hallmart FinancialcoreChannel Partner/ Reseller/ DistributorAffiliate partner operating from Tucson, AZ location.
• InTouch Wealth ManagementcoreChannel Partner/ Reseller/ DistributorAffiliate partner at 7025 N. Scottsdale Rd., Suite 110, Scottsdale, AZ.
• Mosaic Financial AssociatescoreChannel Partner/ Reseller/ DistributorAffiliate partner at 7025 N. Scottsdale Rd., Suite 115, Scottsdale, AZ. Jonathan Corcoran joined as Wealth Advisor.
• Premier Wealth ManagementcoreChannel Partner/ Reseller/ DistributorAffiliate partner in Albuquerque, NM (505-798-2585).
• Rizzo FinancialcoreChannel Partner/ Reseller/ DistributorAffiliate partner at 10575 N. 114th Street, Unit 105, Scottsdale, AZ 85259.
• Self Wealth ManagementcoreChannel Partner/ Reseller/ DistributorAffiliate partner with office at 800-394-9416.
• Saguaro Wealth ManagementcoreChannel Partner/ Reseller/ DistributorAffiliate partner at 7100 E Cave Creek Rd., Suite 116, Cave Creek, AZ 85331.
• Triumph Wealth ManagementcoreChannel Partner/ Reseller/ DistributorAffiliate partner in Miami, FL (201-921-2938) - expansion announced March 2023 with Antonio Lopez.

Scale indicators8 records

Recent moves11 records

Expansion highlights6 records

Direct peers

• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management, tax, estate, and family office services. Most comparable peer — similar multi-disciplinary model, HNW/UHNW focus, advisor affiliation strategy, and aggressive inorganic growth trajectory.
• Carson Group: Independent wealth management firm with a strong advisor affiliation model, in-house coaching, and integrated tech stack. Comparable in advisor recruitment flywheel, multi-disciplinary services, and growth-via-affiliation strategy.
• Edelman Financial Engines: Large independent RIA combining advisor-led wealth management with planning, tax, and estate services. Comparable breadth of services and HNW/affluent target market, though with a different national footprint and acquisition history.
• Buckingham Strategic Wealth: Independent RIA with fiduciary, fee-only model offering financial planning, investment management, and tax services. Comparable in integrated planning offering and advisor-affiliation growth approach, though typically smaller per-office scale.
• Steward Partners: Independent wealth management firm with an advisor-affiliation model, in-house planning, and partnership with Raymond James. Comparable advisor-recruitment-led growth and HNW/UHNW target segments.

Broad incumbents

• Cetera Financial Group: Large independent broker-dealer and RIA platform; Wilde's strategic partner and minority investor (Jan 2024). Overlapping in offering wealth management and advisory services, but as a much larger multi-firm platform rather than a single wealth firm.
• Focus Financial Partners: Leading RIA aggregator partnering with independent advisor firms. Comparable in supporting fiduciary wealth management firms via partnership capital, succession, and infrastructure, though operating as a roll-up platform rather than a direct competitor.
• LPL Financial: Largest independent broker-dealer in the U.S. providing custodial, compliance, and technology infrastructure to thousands of advisor practices. Comparable in supporting independent wealth advisors, but as a much larger platform rather than a direct wealth advisor.
• Commonwealth Financial Network: Independent broker-dealer and RIA serving advisor-led practices. Comparable in supporting affiliated advisors offering wealth management and planning services, with overlap on Cetera's broader ecosystem.

Emerging players

• Sanctuary Wealth: Independent wealth platform partnering with select advisor teams. Comparable advisor-affiliation model and HNW focus, but smaller scale and earlier-stage than Wilde's footprint.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/WildeWealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries8 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wilde Wealth Management Group, Inc.