RBC Capital Markets
47yrs
Top advisor by experience in Cleveland
32yrs
Mark Sloss has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Cleveland, Ohio. After three years at Conscious Capital Wealth Management and seven years at UBS Financial Services, Mark joined Wilde Capital Management in 2021, a firm offering investment management. Wilde Capital Management reports being paid through a percentage of assets and performance-based fees.
One of 652 advisors with offices in Cleveland, and one of 499 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience in Ohio
Office1300 East 9th Street Suite 750, Cleveland, OH 44114
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$217,773
Advisors at the firm2
States licensed ?2 states
Services through Wilde Capital Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowWilde Capital Management, LLCCurrent firm
- 2020 – 2024Conscious Capital Wealth Management, LLCPreviously
- 2009 – 2016UBS Financial Services Inc.Previously
Contact Mark
(866) 894-5332Wilde Capital Management main office 1300 East 9th Street Suite 750Cleveland, OH 44114Office · Get directions X (Twitter) pageWilde Capital Management
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Wilde Capital Management at (866) 894-5332 and ask for Mark Sloss. Mark works from the Cleveland, OH office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1994, about 32 years. Top 12% by experience in Ohio.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Wilde Capital Management reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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