Wade Management LLC
RIAState Registered
Total AUM
$18.2M
Discretionary
$18.2M
100% of AUM
Avg account
$371K
Accounts
49
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 157268
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals51.73%
- HNWI48.27%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wade Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm advises individuals and families, charging fees based on a percentage of assets under management and focusing on portfolio management for individuals and small businesses. It does not market itself as a multi-state adviser, an ESG specialist, a pension consultant, or a capital allocator; instead it appears to deliver traditional discretionary wealth management for private clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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