Wade Management LLC

Overview

Wade Management LLC is a small, owner-operated advisory firm focused on discretionary portfolio management for individuals and families, including small-business owners. The firm charges fees based on a percentage of assets under management and structures portfolios with a clear tilt toward publicly traded equities. Wade Management is not positioned as an ESG-driven manager and operates as a single-state adviser rather than a multi-state platform. Investment activity centers on separately managed accounts (SMAs) and tailored equity allocations. Given the concentration in exchange-traded securities, the firm appears to favor liquid, transparent instruments for core exposure while using third-party vehicles for non-core needs. Advisory services emphasize personalized portfolio construction and ongoing management rather than institutional mandate work or pension consulting.

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Public Holdings

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Location & Offices