Trevor Wilde shares his journey of building a business with his father
- Trevor Wilde bonded with his father, William, by building a wealth management business with him
- Wilde Wealth Management Group is a $3.1 billion-asset firm based in Scottsdale, Ariz.
- The practice has been active in buying other advisor firms
- Trevor Wilde started working with his father at RBC Dain Rauscher before launching their own firm
- Wilde Wealth Management Group focuses on financial literacy education for clients
- The firm has acquired seven practices since 2015
- They are looking for both succession plan partners and younger advisors to join their organization
Trevor Wilde and his father, William, built a successful wealth management firm together, forming a strong bond along the way. Wilde Wealth Management Group, based in Scottsdale, Ariz., manages $3.1 billion in assets and has been actively acquiring other advisor firms. Trevor started working with his father at RBC Dain Rauscher before launching their own firm. They focus on financial literacy education for clients and have acquired seven practices since 2015. The firm is looking for both succession plan partners and younger advisors to join their organization.
Factuality Level: 3
Factuality Justification: The article provides a detailed account of the history and growth of Wilde Wealth Management Group, focusing on the relationship between Trevor Wilde and his father. While the article is factually accurate in describing the business’s origins and expansion, it contains a significant amount of personal anecdotes and background information that are tangential to the main topic of wealth management and acquisitions. The article lacks depth in discussing industry trends and market analysis, which could have provided a more informative and balanced perspective.
Noise Level: 3
Noise Justification: The article provides a detailed account of the history and growth of Wilde Wealth Management Group, focusing on the relationship between Trevor Wilde and his father. It offers insights into the business’s beginnings, challenges faced, and strategies for growth. The article stays on topic and provides valuable information for those interested in wealth management and family businesses.
Financial Relevance: Yes
Financial Markets Impacted: The article does not provide any information about events that impact financial markets or companies.
Presence Of Extreme Event: No
Nature Of Extreme Event: No
Impact Rating Of The Extreme Event: No
Rating Justification: The article is a profile of Trevor Wilde, CEO of Wilde Wealth Management Group, and does not mention any financial events or extreme events.
Public Companies: Principal Financial (N/A), RBC Dain Rauscher (N/A), Wachovia FiNet (N/A)
Key People: Trevor Wilde (CEO of Wilde Wealth Management Group), William Wilde (Advisor at Wilde Wealth Management Group)
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