$10MM AUM | $30,000 GDC in Summit, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Summit, NJ, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$30,000.00
# of Accounts
18
Avg Client Age
55
Overview

Wilde Capital Management, LLC (WCM) is a RIA providing investment management services to financial advisors predominantly through globally asset allocated portfolios of ETFs, mutual funds, stocks and bonds in three thematic verticals -- core diversified, disciplined yield, and ESG. The firm is led by executives that founded the UBS Wealth Management Americas Investment Management organization where they managed approximately $10 billion in direct AUM and $8 billion in assets under advisement. We are seeking partnerships with client-facing advisory practices that would benefit from collaborating with WCM to assume investment research and discretion in order to unlock bandwidth to service existing relationships and grow and enhance practices. Check us out at ___, ___, as well as on Facebook, Instagram, and LinkedIn.

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