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

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within 3 months
Summit, NJ, US
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Buyer | Merge | Continuity
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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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