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Monday, February 17, 2025

Cetera Takes Stake in $2.8B Wealth Agency

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Cetera Monetary Group says it has taken a minority stake in Wilde Wealth Administration, which works with $2.8 billion in property below administration and over 40 advisors within the Southwest. The funding is the thirteenth made by Cetera in an advisory agency over the previous 12 months. 

“By this partnership, we stay up for even nearer collaboration with Wilde Wealth in attaining shared targets and rising collectively to profit the Wilde Wealth group, advisors and their purchasers,” stated Jeffrey Buchheister, Cetera’s chief monetary officer.

Advisors with Wilde Wealth have been affiliated with Cetera Advisors since 2007. 

“I’m thrilled concerning the transformative influence our enhanced partnership with Cetera will convey, propelling our rising platform to turn out to be the popular vacation spot for top-tier advisors and high-net-worth purchasers alike,” stated Trevor Wilde, Wilde Wealth CEO.

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