Overview
Assets Under Management: $673 million
Headquarters: CAMPBELL, CA
High-Net-Worth Clients: 171
Average Client Assets: $4 million
Frequently Asked Questions
WADE FINANCIAL ADVISORY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108627), WADE FINANCIAL ADVISORY, INC. is subject to fiduciary duty under federal law.
WADE FINANCIAL ADVISORY, INC. is headquartered in CAMPBELL, CA.
WADE FINANCIAL ADVISORY, INC. serves 171 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, WADE FINANCIAL ADVISORY, INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
WADE FINANCIAL ADVISORY, INC. manages $673 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, WADE FINANCIAL ADVISORY, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.67
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 255
Discretionary Accounts: 226
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 108627
Last Filing Date: 2024-03-15 00:00:00
Website: https://wadefa.com