Wilde Wealth Management Group Honored Among Arizona Corporate Excellence Recipients
(SCOTTSDALE, Ariz. – Jan. 29, 2025) – Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is honored to have been named among the Phoenix Business Journal’s Arizona Corporate Excellence (ACE) winners.
ACE is the premiere business awards event in the Valley, and the only program highlighting the market’s biggest and best privately held companies. Each year, the award program honors the Top 50 private and 25 Fastest-Growing companies in the Valley.
The honor comes on the heels of a tremendous time of growth for the firm, which has quadrupled in size from 12 advisors to more than 50 over the past five years. In the past 18 months alone, Wilde Wealth Management Group opened a second office in Scottsdale as well as an office in Chandler. They also launched Wilde Wealth Insurance, which office general liability, property, workers compensation, life and disability insurance, long-term care insurance, and homeowners and renter’s insurance, and in late 2024 announced W Family Office, which offers white glove service for high-net-worth clients by providing wide-ranging investment, wealth management, estate planning, tax and accounting, and insurance services for one flat fee.
In addition to the ACE Award, Wilde Wealth Management Group founder Trevor Wilde, MBA, AIF® was named to Barron’s annual list of top 1,200 advisors nationwide and No. 2 overall in Arizona in 2024. He was also named to Forbes’ 2024 Best-In-State Wealth Advisors list. Only 175 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 2 overall advisor statewide.
For more information, visit www.wildewealth.com.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 7025 N. Scottsdale Rd. Ste #115 & 110 Scottsdale, AZ 85253
Barron’s Top 1200 Advisors (Award recipient Trevor Wilde, Financial Advisor* at Wilde Wealth Management Group): Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be considered as an endorsement of the advisor by any client.
The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2022 and 32,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
ACE Awards Top Private Companies – 2024 issued by Phoenix Business Journal. Awards program ranked by accounting firm Baker Tilly, with the following information points: 2023 revenue, number of Arizona employees, number of employees companywide, type of business, top local executive and year founded locally. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
