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WADE FINANCIAL ADVISORY, INC.
2105 S. Bascom Avenue
Suite 110
Campbell, California 95008
Tel: 408-369-7399
About WADE FINANCIAL ADVISORY, INC.
WADE FINANCIAL ADVISORY, INC, formally registered with the SEC as WADE FINANCIAL ADVISORY, INC. The firm was established in 05/14/2018. They have over 1 offices throughout the country.
WADE FINANCIAL ADVISORY, INC. is a Campbell, California based Financial Planning firm with nearly $672,931,878 assets under management, offering retirement planning & investment advisory services to 255 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108627 |
| SEC# | 801-113201 |
| Assets Managed by Firm | $672,931,878 |
| No. of Clients | 255 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 255 | $672,931,878 |
| Individuals (other than high net worth individuals) | 132 | $40,268,288 |
| High net worth individuals | 171 | $616,886,744 |
| Pension and profit sharing plans | 2 | $13,468,511 |
| Charitable organizations | 1 | $2,308,335 |
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