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WADE FINANCIAL ADVISORY, INC.

CAMPBELL, CA · CRD 108627 · IAPD ↗ · wadefa.com · 408-369-7399

$672.9MRegulatory AUM
8Advisory reps
9Employees
1Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — WADE FINANCIAL ADVISORY, INC. (CAMPBELL, CA) left the SEC roster (was $672.9M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
49
April 2024 — WADE FINANCIAL ADVISORY, INC. notice-filed in FL, MA, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.