Trevor Wilde, CEO & Investment Advisor
Wilde Wealth Management Group has announced Forbes named CEO and Investment Advisor, Trevor Wilde, to its 2022 Best-In-State Wealth Advisors list.
In total, 110 advisors from across Arizona were named to the prestigious list, with Mr. Wilde being named the No. 2 overall advisor statewide, according to a press release. This is his second year in a row earning the No. 2 overall ranking, the release states.
According to Forbes, this ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data.
Furthermore, Forbes reports, advisors considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.
Neither Forbes nor SHOOK receives a fee in exchange for rankings, the release states.
Money never sleeps
The honor comes on the heels of a busy era for Mr. Wilde, who in February 2022 was named to Barron’s top 1,200 advisors nationwide, coming in at No. 2 overall in Arizona. It was Wilde’s 14th consecutive year being honored and fifth time in the top five statewide. Mr. Wilde is counted among “AZ Business Angels” by AZ Business Magazine for his philanthropic leadership across the southwest and as a “Most Admired Leader” in Arizona by the Phoenix Business Journal, the release states.
In service, Mr. Wilde joined the boards for Junior Achievement of Arizona and Child Crisis Arizona amid COVID-19 and grew his team exponentially despite the challenges of the pandemic, including expanding both the Scottsdale-area headquarters as well as Tucson office, the new affiliate partners Self Wealth Management in Scottsdale, Mosaic Financial Associates in Tempe and Premier Wealth Management Group in Albuquerque.
Mr. Wilde is also in process of opening his first Sedona office, and in 2021 opened a location in San Luis Obispo.
A Brief Bio:
Mr. Wilde began his work in the industry in earnest in 2000, initially at a large firm primarily focused on retirement planning and investments. Eager to offer a deeper breadth of expertise and strategic planning to his clients, Wilde partnered with his father Bill in 2003 to found an independent practice, Wilde Wealth Management Group. Their mission was two-fold: to offer boutique, customized investment planning advice, and to offer clients expanded in-house service offerings from fellow independent specialists in the fields of legal, taxes, risk management, family services, real estate and insurance.
Over the past two decades, Mr. Wilde, who earned his Master’s degree in Business Administration from the University of Phoenix, has helped grow the firm across Arizona and throughout the Southwest. Wilde is actively recruiting new advisors for all his offices across the region.
