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.”
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
