Cetera Purchases Minority Interest in Wilde Wealth Management

January 31st, 2024, 11:45 AM

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Cetera Financial Group has announced a minority investment in Wilde Wealth Management Group, based in Scottsdale, Arizona.

Wilde Wealth, led by CEO Trevor Wilde, operates as an office of supervisory jurisdiction and manages approximately $2.8 billion in assets. The firm, affiliated with Cetera Advisors since 2007, has 42 advisors across nine offices in the Southwestern United States, offering services such as legacy planning, tax planning, and investment management.

As reported by DI Wire, the purchase aims to drive growth and expansion, providing innovative services to clients.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

Cetera Purchases Minority Interest in Wilde Wealth Management

January 31st, 2024, 11:45 AM

Cetera Financial Group has announced a minority investment in Wilde Wealth Management Group, based in Scottsdale, Arizona.

As reported by DI Wire, the purchase aims to drive growth and expansion, providing innovative services to clients.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.