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⚲
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| Wade Financial Advisory Inc
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| |
|---|---|
| CRD # | 108627 |
| SEC # | 801-113201 |
| CIK # | 0001802670 |
| AUM | $672.9 MM (2024-03-15) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 408-369-7399 |
| Address | 2105 S Bascom Avenue Campbell, CA 95008 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.6 | |
| MSFT | 1,918,222.4 | 1.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 40.3 |
| (b) Individuals (high net worth individuals) | 171 | 616.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 13.5 |
| (h) Charitable organizations | 1 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 255 | 672.9 |
| By Discretionary | ||
| Discretionary | 226 | 552.7 |
| Non-Discretionary | 29 | 120.3 |
| Total | 255 | 672.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.9 | |
| United States Persons | 663.0 | |
| Total | 255 | 672.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802670] |
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