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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WADE, RODNEY, DALE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WADE, RODNEY, DALE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT | D | Control |
| WADE, RODNEY, DALE | I | PRESIDENT | D | Control |
| WADE, DAVID, CLINTON | I | OWNER | B | Control |
| WADE, DAVID, CLINTON | I | OWNER | B | Control |
| WADE, DAVID, CLINTON | I | OWNER | B | Control |
| WADE, DAVID, CLINTON | I | OWNER | B | Control |
| WADE, DAVID, CLINTON | I | OWNER | B | Control |
| WADE, DAVID, CLINTON | I | OWNER | B | Control |
| BELLAH, RACHAEL | I | CHIEF OPERATING OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| BELLAH, RACHAEL, JEANETTE | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| CHAMPANERI, NEELESH, RAMANLAL | I | CHIEF INVESTMENT OFFICER | A | |
| CHAMPANERI, NEELESH, RAMANLAL | I | CHIEF INVESTMENT OFFICER | A | |
| CHAMPANERI, NEELESH, RAMANLAL | I | CHIEF INVESTMENT OFFICER | A | |
| CHAMPANERI, NEELESH, RAMANLAL | I | CHIEF INVESTMENT OFFICER | A | |
| CHAMPANERI, NEELESH, RAMANLAL | I | CHIEF INVESTMENT OFFICER | A | |
| CHAMPANERI, NEELESH, RAMANLAL | I | CHIEF INVESTMENT OFFICER | A | |
| DAVID WADE & VIOLET WADE TRUST B UTA DTD. 06/06/97 | DE | OWNER | A | Control |
| DAVID WADE & VIOLET WADE TRUST B UTA DTD. 06/06/97 | DE | OWNER | A | Control |
| DAVID WADE & VIOLET WADE TRUST B UTA DTD. 06/06/97 | DE | OWNER | A | Control |
| DAVID WADE & VIOLET WADE TRUST B UTA DTD. 06/06/97 | DE | OWNER | A | Control |
| DAVID WADE & VIOLET WADE TRUST B UTA DTD. 06/06/97 | DE | OWNER | A | Control |
| ISAAC, ANNROSE, NMN | I | SENIOR ADVISOR | A | |
| ISAAC, ANNROSE, NMN | I | SENIOR ADVISOR | A | |
| ISAAC, ANNROSE, NMN | I | SENIOR ADVISOR | A | |
| ISAAC, ANNROSE, NMN | I | SENIOR ADVISOR | A | |
| ISAAC, ANNROSE, NMN | I | SENIOR ADVISOR | A | |
| ISAAC, ANNROSE, NMN | I | SENIOR ADVISOR | A | |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
| SOLVE, ERIC, MCGILL | I | OWNER & SENIOR ADVISOR | A | Control |
Registrations
Federal
IA
Mar 15, 2024 REGISTERED
Notice Filings (8)
AZ CA CO FL MA OR TX WA
Address
2105 S. BASCOM AVENUESUITE 110
CAMPBELL, CA 95008
United States
Phone: 408-369-7399