WADE FINANCIAL ADVISORY, INC.

WADE FINANCIAL ADVISORY, INC. of CAMPBELL, CA is an SEC-registered investment adviser (CRD 108627). Regulatory assets under management: $672.9M.

Registration

Officers, owners & control persons (7)

NameRoleLocation
WADE RODNEY DALEPRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER
WADE DAVID CLINTONOWNER
SOLVE ERIC MCGILLOWNER & SENIOR ADVISOR
BELLAH RACHAEL JEANETTECHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER
BELLAH RACHAELCHIEF OPERATING OFFICER
CHAMPANERI NEELESH RAMANLALCHIEF INVESTMENT OFFICER
ISAAC ANNROSE NMNSENIOR ADVISOR

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