WADE FINANCIAL ADVISORY, INC.
CRD #108627 SEC #801-113201 CAMPBELL, CA 408-369-7399
SEC Registered
Total AUM
$672.9M
Discretionary
$552.7M
Employees
9
Clients
251
Accounts
255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $672.9M | $552.7M | $120.3M | 9 | 1 |
| Mar 2023 | $604.9M | $485.8M | $119.1M | 9 | 2 |
| Nov 2022 | $658.9M | $527.6M | $131.2M | 14 | 2 |
| Nov 2022 | $658.9M | $527.6M | $131.2M | 14 | 2 |
| Mar 2022 | $658.9M | $527.6M | $131.2M | 14 | 2 |
| Mar 2021 | $560M | $428.6M | $131.4M | 11 | 2 |
| Jun 2020 | $522.4M | $426.5M | $95.8M | 10 | 2 |
| Mar 2020 | $522.4M | $426.5M | $95.8M | 10 | 2 |
| Jul 2019 | $364.2M | $242.8M | $121.4M | 9 | 2 |
| Jul 2019 | $364.2M | $242.8M | $121.4M | 9 | 2 |
| Mar 2019 | $364.2M | $242.8M | $121.4M | 9 | 2 |
| Dec 2018 | $374.7M | $195.1M | $179.6M | 9 | 2 |
| Dec 2018 | $374.7M | $195.1M | $179.6M | 10 | 2 |
| Dec 2018 | $374.7M | $195.1M | $179.6M | 10 | 2 |
| Apr 2018 | $374.7M | $195.1M | $179.6M | 8 | 2 |
DateMar 2024
Total AUM$672.9M
Discretionary$552.7M
Non-Disc.$120.3M
Employees9
Clients1
DateMar 2023
Total AUM$604.9M
Discretionary$485.8M
Non-Disc.$119.1M
Employees9
Clients2
DateNov 2022
Total AUM$658.9M
Discretionary$527.6M
Non-Disc.$131.2M
Employees14
Clients2
DateNov 2022
Total AUM$658.9M
Discretionary$527.6M
Non-Disc.$131.2M
Employees14
Clients2
DateMar 2022
Total AUM$658.9M
Discretionary$527.6M
Non-Disc.$131.2M
Employees14
Clients2
DateMar 2021
Total AUM$560M
Discretionary$428.6M
Non-Disc.$131.4M
Employees11
Clients2
DateJun 2020
Total AUM$522.4M
Discretionary$426.5M
Non-Disc.$95.8M
Employees10
Clients2
DateMar 2020
Total AUM$522.4M
Discretionary$426.5M
Non-Disc.$95.8M
Employees10
Clients2
DateJul 2019
Total AUM$364.2M
Discretionary$242.8M
Non-Disc.$121.4M
Employees9
Clients2
DateJul 2019
Total AUM$364.2M
Discretionary$242.8M
Non-Disc.$121.4M
Employees9
Clients2
DateMar 2019
Total AUM$364.2M
Discretionary$242.8M
Non-Disc.$121.4M
Employees9
Clients2
DateDec 2018
Total AUM$374.7M
Discretionary$195.1M
Non-Disc.$179.6M
Employees9
Clients2
DateDec 2018
Total AUM$374.7M
Discretionary$195.1M
Non-Disc.$179.6M
Employees10
Clients2
DateDec 2018
Total AUM$374.7M
Discretionary$195.1M
Non-Disc.$179.6M
Employees10
Clients2
DateApr 2018
Total AUM$374.7M
Discretionary$195.1M
Non-Disc.$179.6M
Employees8
Clients2