CRD: 281891
Wilde Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Folio Investments · TD Ameritrade · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-06-2015
- Office Locations
- 1
Office Locations
About Wilde Capital Management, LLC
Wilde Capital Management provides global, risk-managed portfolio management and ESG/impact consulting for individuals, families and institutions, and partners with fee-only planners, RIAs, family offices and institutional consultants. Portfolios use ETFs, mutual funds, stocks, bonds and community investment notes, with optional values and impact integration. Offers a limited-access geostrategic V-Strategy using levered/inverse ETFs and ETNs.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DOUGLAS MEYER WILDE
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #2089465
- Ownership
- 75% or more
MARK DANIEL SLOSS
Managing Member
- CRD
- #2498529
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,235,331 | $185,000 |
| Non-Discretionary | $0 | -- |
| Total | $10,235,331 | $185,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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