# Wilde Wealth Management

Wilde Wealth Management is a Multi Family Office based in Scottsdale, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** 7025 North Scottsdale Road, Suite 115, Scottsdale, AZ 85253
- **Founded:** 2003
- **Assets under management:** 4300 (Altss estimate)
- **Website:** wildewealth.com
- **LinkedIn:** https://www.linkedin.com/company/wilde-wealth-management-group-inc-

## Regulatory record

- **CRD number:** 281891
- **Latest Form ADV filing:** 2025-11-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281891

## About

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.

## Sectors

- Real Estate

## Offices

- Chandler, AZ
- Goodyear, AZ

## People

- Trevor Wilde — CEO and Managing Principal

## 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.

### 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.

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- [Cumbria Pension Fund](https://altss.com/profile/cumbria-pension-fund)
- [Boston College Endowment](https://altss.com/profile/boston-college-endowment)

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Last updated: 2026-07-08T20:58:28.786Z

Canonical page: https://altss.com/profile/wilde-wealth-management

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