WADE Financial Advisory Inc
Legal Name: WADE FINANCIAL ADVISORY, INC.
Full Contact Details
WADE Financial Advisory Inc
2105 S. BASCOM AVENUE, SUITE 110, CAMPBELL, CA
408-369-7399
408-369-0607
Other Info
WADE Financial Advisory Inc, also known as WADE FINANCIAL ADVISORY, INC., is a California corporation with 9 employees, including 5 in advisory roles. With a client base of 2, the firm's SEC status is currently approved since its registration date on May 14, 2018.
Website
Website
Wade Financial Advisory | Financial Advisor Silicon Valley
At Wade Financial Advisory, we are a fee-only wealth management firm based in Campbell, CA, and serving Silicon Valley. Our clients include successful entrepreneurs, professionals, and executives as well as their extended families.
Direct Owners
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DAVID CLINTON WADE
OWNER owns more than 10% but less than 25%
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ERIC MCGILL SOLVE
OWNER & SENIOR ADVISOR owns more than 5% but less than 10%
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RACHAEL JEANETTE BELLAH
CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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RODNEY DALE WADE
PRESIDENT owns more than 50% but less than 75%