Unclaimed Profile

Robert B Wade

W ADVISORS LLC·GERMANTOWN, Tennessee

Clean recordW ADVISORS LLC

2289 WEST STREET, GERMANTOWN, TN 38138CRD# 2321731Firm CRD# 168452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert B Wade · GERMANTOWN, TN

Registration

CRD #2321731 · W ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert B Wade is a registered financial advisor based in GERMANTOWN, Tennessee, affiliated with W ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

W ADVISORS LLC

AUM

$186M

Regulatory assets under management

Employees

Total firm employees

View all advisors at W ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2321731

Firm CRD# 168452

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert B Wade offer?

Robert B Wade specializes in Financial Planning, Investment Management. Contact their office in GERMANTOWN, Tennessee for a consultation.

What are Robert B Wade's credentials?

Robert B Wade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert B Wade located?

Robert B Wade is based in GERMANTOWN, Tennessee, working with W ADVISORS LLC. Their office serves clients in the GERMANTOWN metropolitan area and surrounding communities.

How does Robert B Wade charge for services?

Robert B Wade's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is W ADVISORS LLC?

W ADVISORS LLC has approximately 3 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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