# WADE FINANCIAL ADVISORY, INC.

WADE FINANCIAL ADVISORY, INC. of CAMPBELL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108627
- Type: SEC-registered investment adviser
- SEC file number: 801-113201
- Location: 2105 S. BASCOM AVENUE, SUITE 110, CAMPBELL, CA, 95008
- Phone: 408-369-7399
- Latest filing: 2024-03-15
- Regulatory AUM: $672.9M
- Discretionary AUM: $552.7M
- Non-discretionary AUM: $120.3M
- Clients: 9
- Accounts: 255

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| WADE RODNEY DALE | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| WADE DAVID CLINTON | OWNER | — |
| SOLVE ERIC MCGILL | OWNER & SENIOR ADVISOR | — |
| BELLAH RACHAEL JEANETTE | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| BELLAH RACHAEL | CHIEF OPERATING OFFICER | — |
| CHAMPANERI NEELESH RAMANLAL | CHIEF INVESTMENT OFFICER | — |
| ISAAC ANNROSE NMN | SENIOR ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108627/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108627/similar
- Related entities: https://search.stillhousedata.com/firm/108627/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108627

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.