Wilde Capital Management, LLC
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 281891
- Website
- wildecapitalmgmt.net
- Custodians
- CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wilde Capital Management, LLC is a privately owned limited liability company operating as a non-independent retail registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm’s client base is individuals and families. Its fee model combines a percentage-of-AUM charge with the possibility of performance-based fees. The adviser identifies as an active ESG investor and lists a broker-dealer affiliation. It is not structured as a multi-state adviser, is not a capital allocator, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Douglas Wilde
Managing Partner and Chief Investment OfficerCRD 2089465
Contacts
1 of 1
Mark Sloss
Senior Portfolio Manager, PartnerCRD 2498529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 1300 E 9th St
- Time zone
- ET (UTC-5)
- Office locations
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