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 small, individually owned RIA that provides portfolio management mainly for individual and family clients and small businesses. The firm charges both a percentage-of-assets fee and performance-based fees, and it identifies as an active ESG investor. It is affiliated with a broker-dealer and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
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 1DOUGLAS WILDE
Managing Partner and Chief Investment OfficerCRD 2089465
Contacts
1 of 1MARK 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
Similar firms
CONSERVATIVEMONEY LLC
RIACLEVELAND, OH
GREAT LAKES RETIREMENT PLANNING LLC
RIACLEVELAND, OH
VOLITION FINANCIAL NETWORK, LLC
RIACLEVELAND, OH
CONFIANCE, FINANCIAL & INVESTMENT ADVISORS
RIACLEVELAND, OH
INTENTIONAL WEALTH PARTNERS
RIACLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
RIACLEVELAND, OH