Cetera Welcomes $400M Advisor from UBS
Cetera Financial Group announced that Wilde Wealth Management Group has appointed Drew Kliber to lead its newly formed W Family Office Division.
Kliber, who managed almost $400 million in assets as of September 1, 2024, has joined Wilde Wealth, an independent wealth manager and one of the largest businesses in the Cetera Advisors community, from UBS. The new division will focus on high-net-worth clients with $5 million to $10 million in investable assets.
“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. I appreciate the opportunity to build on the tremendous success at Wilde Wealth,” Kilber said.
Kliber has almost 30 years of financial services experience. He spent six years in a public corporation before joining Smith Barney in 1997. He co-founded the Rocky Mountain Group in 2000 before joining UBS in 2006.
Wilde Wealth manages over $3.6 billion in assets. Advisors with Wilde Wealth have been affiliated with Cetera Advisors since 2007.
Cetera, based in San Diego, employs around 12,000 financial professionals and their teams. As of June 30, 2024, the company managed $224 billion in assets under management and over $521 billion in assets under administration.