Cetera OSJ Wilde Wealth welcomes $400M advisor from UBS

Cetera OSJ Wilde Wealth welcomes $400M advisor from UBS
Drew Kliber of the W Family Office Division at Wilde Wealth Management.
The veteran with nearly three decades of experience will lead the Arizona-based firm's newly established family office division.
SEP 12, 2024

One of the largest businesses in Cetera's broker-dealer network has strengthened its talent pool with a veteran hire from UBS. 

Wilde Wealth Management Group, an independent firm within Cetera Advisors, has welcomed Drew Kliber to lead its newly formed W Family Office Division.

The new W Family Office Division will focus on serving high-net-worth clients with investable assets between $5 million and $10 million. Kliber will lead the division in offering a range of tailored wealth management and investment services.

“Drew is uniquely qualified to lead our efforts to extend Wilde Wealth’s capabilities and services to more high-net-worth and ultra-high-net-worth clients,” Trevor Wilde, founder and CEO of Wilde Wealth Management, said in a statement. “With an outstanding reputation and a proven track record of success serving clients with complex financial and investment needs, Drew is the right leader at the right time to step into this important role.”

Kliber, who previously managed nearly $400 million in assets at UBS, brings almost three decades of experience in financial services to Wilde Wealth, including roles at Smith Barney and UBS. He has also been recognized for seven consecutive years on the Forbes Best-in-State Wealth Advisors in Arizona list.

Wilde Wealth currently manages more than $3.6 billion in assets, and its advisors have been part of the Cetera Advisors network since 2007. In May, the Cetera OSJ took a pivotal step in its growth journey by elevating two longtime of its longtime advisors to its ownership group.

“The business Trevor and the team have built at Wilde Wealth is the epitome of excellence in our industry, and I’m honored to join such a respected, talented, and capable team of professionals,” Kliber said.

High-net-worth clients have unique investment and wealth management needs, and I look forward to working in collaboration with the Wilde Wealth team to serve these clients and help them meet their financial goals.”

 

Latest News

LPL building out alts, banking services to chase wirehouse advisors, new CEO says
LPL building out alts, banking services to chase wirehouse advisors, new CEO says

New chief executive Rich Steinmeier replaced Dan Arnold on October 1.

Franklin Templeton CEO vows to "do what's right" amid record outflows
Franklin Templeton CEO vows to "do what's right" amid record outflows

The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.

For asset managers, easy experience is key to winning advisors' businesses
For asset managers, easy experience is key to winning advisors' businesses

Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.

Why retaining HNW clients ultimately comes down to one basic thing
Why retaining HNW clients ultimately comes down to one basic thing

New survey finds varied levels of loyalty to advisors by generation.

Stocks drop as investors digest Microsoft, Meta earnings
Stocks drop as investors digest Microsoft, Meta earnings

Busy day for results, key data give markets concerns.

SPONSORED Out with the old and in with the new: a 50% private markets portfolio

A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.

SPONSORED Destiny Wealth Partners: RIA Team of the Year shares keys to success

Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.