Phillip Gene Wildes
Investment adviser representative at Arroyo Investment Group, LLC
8 yearsExperience
1 stateRegistered in
$319.5MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
8 years in the industry.
- Arroyo Investment Group, LLCOct 2023 to now
- Capital Research Brokerage Services, LLCOct 2023 to now
- Purshe Kaplan Sterling InvestmentsAug 2023 to Oct 2023
- 49 Wealth ManagementJul 2023 to Oct 2023
- Illumine Legal LLCJul 2022 to Aug 2022
- Cardan Capital PartnersApr 2021 to Jul 2021
- The University of AlabamaAug 2019 to May 2023
- Regis Jesuit High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Arroyo Investment Group, LLC
$319.5MAssets managed
337Clients
8Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7776752
- Firm CRD
- 130243