Phillip
Wildes

Arroyo Investment Group, LLC

CRD#7776752
Investment Advisor
in Littleton, CO

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About this Advisor

Phillip Wildes is a financial advisor based in Littleton, Colorado, working with Arroyo Investment Group, LLC. Phillip has previously held positions at 49 Wealth Management, Purshe Kaplan Sterling Investments, The University Of Alabama, Cardan Capital Partners, Illumine Legal LLC, Regis Jesuit High School, All Souls Catholic School, Capital Research Brokerage Services, LLC, and Arroyo Investment Group. Phillip has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Phillip is part of Arroyo Investment Group, LLC, which operates out of Littleton, Colorado. The firm has 8 employees and manages assets totaling $243.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Arroyo Investment Group, LLC includes asset-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Littleton, CO

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Arroyo Investment Group, LLC Brokerage Details

Total Assets Under Management

$243,046,375

CO Average: $7,578,581,321
Total Number of Employees

8

CO Average: 43
Total Number of Accounts

905

CO Average: 3,727
Average Account Size

$268,560

CO Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Phillip Wildes Work History

2023 - Present (1 year)

Capital Research Brokerage Services, LLC

2023 - Present (1 year)

Arroyo Investment Group

2023 - 2023 (< 1 year)

49 Wealth Management

2023 - 2023 (< 1 year)

Purshe Kaplan Sterling Investments

2022 - 2022 (< 1 year)

Illumine Legal LLC

2021 - 2021 (< 1 year)

Cardan Capital Partners

2019 - 2023 (4 years)

The University Of Alabama

2015 - 2019 (4 years)

Regis Jesuit High School

2009 - 2015 (6 years)

All Souls Catholic School

Disclosures

Please visit the SEC profile of Phillip Wildes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arroyo Investment Group, LLC

Stephanie Hagan
Pasadena, CA
Phillip Wildes
Littleton, CO
Lisa Taddeo
Pasadena, CA

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