WADE FINANCIAL GROUP INC
CRD #109667 SEC #801-47676 MINNEAPOLIS, MN 763-797-9577
SEC Registered
Total AUM
$186.3M
Discretionary
$160.1M
Employees
8
Clients
101
Accounts
528
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $186.3M | $160.1M | $26.1M | 8 | 200 |
| Mar 2015 | $203.1M | $166.9M | $36.2M | 8 | 200 |
| Jul 2014 | $203.9M | $185.7M | $18.2M | 10 | 200 |
| Jul 2014 | $203.9M | $185.7M | $18.2M | 10 | 200 |
| Mar 2014 | $203.9M | $185.7M | $18.2M | 10 | 200 |
| Mar 2014 | $203.9M | $185.7M | $18.2M | 10 | 200 |
| Oct 2013 | $258.3M | $193.7M | $64.6M | 10 | 200 |
| Apr 2013 | $258.3M | $193.7M | $64.6M | 10 | 200 |
| Apr 2013 | $258.3M | $193.7M | $64.6M | 10 | 200 |
| Mar 2013 | $258.3M | $193.7M | $64.6M | 10 | 200 |
| Feb 2013 | $258.3M | $193.7M | $64.6M | 6 | 200 |
| Apr 2012 | $258.3M | $183.3M | $75.1M | 6 | 200 |
| Sep 2010 | $252.8M | $177.4M | $75.3M | 10 | -- |
| Oct 2009 | $211.8M | $137.8M | $73.9M | 10 | -- |
| Apr 2009 | $211.8M | $137.8M | $73.9M | 10 | -- |
| Jan 2008 | $260.7M | $179.4M | $81.3M | 10 | -- |
| Aug 2007 | $231.4M | $164.8M | $66.6M | 10 | -- |
| Feb 2007 | $231.4M | $164.8M | $66.6M | 10 | -- |
| Mar 2006 | $219.2M | $142.7M | $76.5M | 10 | -- |
| Feb 2005 | $189.5M | $134.8M | $54.7M | 10 | -- |
DateMar 2016
Total AUM$186.3M
Discretionary$160.1M
Non-Disc.$26.1M
Employees8
Clients200
DateMar 2015
Total AUM$203.1M
Discretionary$166.9M
Non-Disc.$36.2M
Employees8
Clients200
DateJul 2014
Total AUM$203.9M
Discretionary$185.7M
Non-Disc.$18.2M
Employees10
Clients200
DateJul 2014
Total AUM$203.9M
Discretionary$185.7M
Non-Disc.$18.2M
Employees10
Clients200
DateMar 2014
Total AUM$203.9M
Discretionary$185.7M
Non-Disc.$18.2M
Employees10
Clients200
DateMar 2014
Total AUM$203.9M
Discretionary$185.7M
Non-Disc.$18.2M
Employees10
Clients200
DateOct 2013
Total AUM$258.3M
Discretionary$193.7M
Non-Disc.$64.6M
Employees10
Clients200
DateApr 2013
Total AUM$258.3M
Discretionary$193.7M
Non-Disc.$64.6M
Employees10
Clients200
DateApr 2013
Total AUM$258.3M
Discretionary$193.7M
Non-Disc.$64.6M
Employees10
Clients200
DateMar 2013
Total AUM$258.3M
Discretionary$193.7M
Non-Disc.$64.6M
Employees10
Clients200
DateFeb 2013
Total AUM$258.3M
Discretionary$193.7M
Non-Disc.$64.6M
Employees6
Clients200
DateApr 2012
Total AUM$258.3M
Discretionary$183.3M
Non-Disc.$75.1M
Employees6
Clients200
DateSep 2010
Total AUM$252.8M
Discretionary$177.4M
Non-Disc.$75.3M
Employees10
Clients--
DateOct 2009
Total AUM$211.8M
Discretionary$137.8M
Non-Disc.$73.9M
Employees10
Clients--
DateApr 2009
Total AUM$211.8M
Discretionary$137.8M
Non-Disc.$73.9M
Employees10
Clients--
DateJan 2008
Total AUM$260.7M
Discretionary$179.4M
Non-Disc.$81.3M
Employees10
Clients--
DateAug 2007
Total AUM$231.4M
Discretionary$164.8M
Non-Disc.$66.6M
Employees10
Clients--
DateFeb 2007
Total AUM$231.4M
Discretionary$164.8M
Non-Disc.$66.6M
Employees10
Clients--
DateMar 2006
Total AUM$219.2M
Discretionary$142.7M
Non-Disc.$76.5M
Employees10
Clients--
DateFeb 2005
Total AUM$189.5M
Discretionary$134.8M
Non-Disc.$54.7M
Employees10
Clients--