WADE FINANCIAL ADVISORY, INC.

CAMPBELL, California·6 registered advisors·CRD# 108627
SEC# 801-1132010408-369-7399
01

Firm Overview

AUM
$673M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WADE FINANCIAL ADVISORY, INC.

6 registered advisors
Annrose Nmn Isaac
CAMPBELL, California
David Clinton Wade
CAMPBELL, California
Eric Mcgill Solve
CAMPBELL, California
Neelesh Ramanlal Champaneri
CAMPBELL, California
Rachael Jeanette Bellah
CAMPBELL, California
Rodney Dale Wade
CAMPBELL, California
05

Office Locations

CAMPBELL, California
6 advisors

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Data sourced from SEC Form ADV filings. WADE FINANCIAL ADVISORY, INC. (CRD# 108627) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.