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Wilde Wealth Management
Wilde Wealth Management was established in 2003 by Trevor Wilde and his father William Wilde. Their advisory business expanded into a platform that integrates...
Wilde Wealth Management
Wilde Wealth Management was established in 2003 by Trevor Wilde and his father William Wilde. Their advisory business expanded into a platform that integrates portfolio management with estate, tax and insurance planning for families across Arizona and the broader Southwest. The firm allocates across real estate, public equities, fixed income and alternative investments. It structures exposure through direct holdings, separately managed accounts and insurance products. Confirmed positions include ownership of Wilde Wealth Insurance and the W Family Office division. Geographic reach remains concentrated in North America with primary activity in the United States. Assets under management stand at approximately $4.3 billion. The firm operates three offices in the Phoenix metropolitan area and employs specialists in retirement planning and risk management. In February 2025 it recruited Drew Kliber from UBS to head the W Family Office division. Philanthropic activity flows through the Wilde for Arizona Community Outreach Program. Ownership sits with Pinnacle Wealth Advisors, LLC, in which Cetera Financial Group holds a minority stake. This hybrid structure allows the firm to combine independent planning with broker-dealer infrastructure while retaining control over client mandates and succession decisions.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
7025 North Scottsdale Road, Suite 115, Scottsdale, AZ 85253
Additional offices
Chandler, AZ · Goodyear, AZ
Principals
Trevor Wilde
CEO and Managing Principal
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Wilde Wealth Management?
Trevor Wilde serves as CEO and Managing Principal. William Wilde sits on the board as co-founder. Day-to-day portfolio oversight is handled by the firm's in-house investment team.
Does Wilde Wealth Management participate in fund commitments or only direct deals?
The firm executes both direct real estate investments and allocations through managed accounts and insurance vehicles. It does not publish a dedicated fund-of-funds program.
What investment stages does Wilde Wealth Management typically target?
The firm focuses on mature real estate assets and diversified portfolios suited to multi-generational wealth preservation. It does not emphasize early-stage venture or growth equity.
Where does the underlying wealth come from?
The platform grew from the Wilde family's financial advisory practice rather than a single industrial fortune. Client assets originate from business owners and professionals in the Southwest.
How is Wilde Wealth Management related to Cetera Financial Group?
Cetera holds a minority equity interest in Pinnacle Wealth Advisors, LLC, the holding company that owns Wilde Wealth Management Group. The relationship provides broker-dealer and custody support.
Does Wilde Wealth Management maintain philanthropic structures?
Yes. The Wilde for Arizona Community Outreach Program directs donations to education, health and social services organizations in the state.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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