Top Wealth + Best-in-State + Barron's 100 · rank 2 · Scottsdale, Arizona · listed firm: Wilde Wealth Management Group
Identity & firm
- Firm — Wilde Wealth Management Group (high)
- “Trevor, Chief Executive Officer of Wilde Wealth Management Group, has been consistently recognized as a top advisor in the industry.” — firm_official
- Parent company — Cetera Financial Group (high)
- “Currently employed by and registered with the following Firm(s): CETERA INVESTMENT ADVISERS LLC 13985 W GRAND AVE SUITE 100 SURPRISE, AZ 85374 CRD# 105644 Registered with this firm since: 03/21/2024 CETERA ADVISORS LLC 7” — sec_finra_regulatory
- Firm type — hybrid_ria (high)
- “Wilde Wealth Management Group is a fee-based, independent financial services firm with in-house Independent Investment Advisors.” — firm_official
- “CETERA ADVISORS LLC 7025 N SCOTTSDALE RD STE 115 & 110 SCOTTSDALE, AZ 85253 CRD# 10299 Registered with this firm since: 04/30/2007” — sec_finra_regulatory
- Team name — Wilde Wealth Management Group (high)
- “At Wilde Wealth Management Group, our business is built on relationships.” — firm_official
- Team size — 73 (medium)
- “Put a Century of Combined Experience to Work for You” — firm_official
- CRD — 4238789 (high)
- “TREVOR W. WILDE CRD# 4238789” — sec_finra_regulatory
- Years experience — 27 (high)
- “Trevor, an Investment Advisor Representative, has been in the financial services industry since 1999.” — firm_official
- Designations — AIF, other:MBA (high)
- “Trevor attained the AIF® designation, which is the mark of commitment to a standard of investment fiduciary excellence.” — firm_official
- “He played football for the University of Arizona where he graduated with a Bachelor’s Degree in Business Communications, and earned a Master’s of Business Administration through the University of Phoenix.” — firm_official
Book of business
- Team AUM ($M) — 5000 (high)
- “Team Assets (Custodied): $5B” — forbes_shook
- “$5.42+ Assets Under Administration” — firm_official
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business":"$0” — forbes_shook
- Typical client net worth ($M) — 3 (high)
- “Typical Net Worth of Relationships":"$1-5M” — forbes_shook
- Client niche — multigenerational and ultra-high-net-worth families via a boutique family office, plus tech entrepreneurs/executives and athletes/entertainers (high)
- “Multi-Generational Families ... Ultra-High Net Worth ... Tech Entrepreneurs & Executives ... Athletes & Entertainment” — firm_official
- Custodians — gap: not_found_after_search
- Fee model — fee_plus_commission (high)
- “Wilde Wealth Management Group is a fee-based, independent financial services firm with in-house Independent Investment Advisors.” — firm_official
Positioning & marketing
- Website url — https://www.wildewealth.com/team/trevor-wilde-mba-aif (high)
- “Trevor Wilde | Wilde Wealth Management Group” — firm_official
- Value proposition (verbatim) — At Wilde Wealth Management Group we streamline and simplify your wealth management solutions, helping you build the financial foundation you need to pursue the life you want for you and your family. (high)
- “At Wilde Wealth Management Group we streamline and simplify your wealth management solutions, helping you build the financial foundation you need to pursue the life you want for you and your family.” — firm_official
- Differentiators — Team-based service, not a single advisor, Fee-based independent firm with in-house independent investment advisors, Integrative in-house services coordinated with local professional partners, Second-generation family firm focused on generational legacy, Institutional-quality boutique family office division (W Family Office) (high)
- “Here, you’ll get so much more than a financial advisor; you get a whole team of professionals to support you in the pursuit of your goals and desires.” — firm_official
- “We provide a wide range of services in-house and have partnered with local professionals to expand our service offer and coordin” — firm_official
- Content marketing — active (high)
- “Welcome to the Wilde Wealth Management Group Blog! In this blog, you will find valuable information that we feel is important for you to know. Keep an eye out for new blog posts, and as always, happy reading!” — firm_official
- Has podcast — no (medium)
- “Early Retirement Packages with Trevor Wilde | Wilde Wealth Wednesdays - Valley Business Radio” — general_press
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/wildewealth/ (medium)
- “Trevor Wilde, AIF®, MBA - Wilde Wealth Management Group | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active, youtube, instagram (low)
- “Wilde Wealth Management Group maintains a presence on LinkedIn, Facebook, Instagram, and YouTube.” — firm_official
- Press awards — Barron's Top 100 Financial Advisors 2026 — #55 (2025: #59), Barron's Top Advisor list every year 2009–2025; #3 in Arizona for 2025, Forbes Top RIA Firms 2023 — Wilde Wealth ranked #146 nationally, Valley Business Radio 'Wilde Wealth Wednesdays' recurring segment (high)
- “He has appeared on Barron’s Top Advisor list every year from 2009 through 2025, most recently ranking #3 in the state of Arizona for 2025.” — firm_official
- “Wilde Wealth Management Group and Trevor Wilde are honored to be recognized by Barron’s as one of Arizona’s top financial advisors for 2025.” — firm_official
Visual brand
- Has distinct logo — yes (high)
- “<img id="agentLogo" src="//static.fmgsuite.com/media/TransparentLogo/variantSize/7882ee3c-3fec-416f-8f34-a62b4138c57c.png"” — firm_official
- Logo url — https://static.fmgsuite.com/media/TransparentLogo/variantSize/7882ee3c-3fec-416f-8f34-a62b4138c57c.png (high)
- “<img id="agentLogo" src="//static.fmgsuite.com/media/TransparentLogo/variantSize/7882ee3c-3fec-416f-8f34-a62b4138c57c.png"” — firm_official
- Visual brand notes — Stacked 'W' wordmark on a light ground; navy-and-gold accents with thin gold divider rules, clean sans headings, and warm lifestyle/family photography in side-by-side content blocks. FMG Suite template chassis. (medium)
- “<img id="agentLogo" src="//static.fmgsuite.com/media/TransparentLogo/variantSize/7882ee3c-3fec-416f-8f34-a62b4138c57c.png"” — firm_official
