RIA Intel›Advisers›Minnesota›WADE FINANCIAL GROUP INC

WADE FINANCIAL GROUP INC

Advisory

N·MINNEAPOLIS, MN

Data as of Mar 29, 2016 · Source: SEC Form ADV

Total AUM

$186M

1-Year AUM Growth

-8.3%

3-Year CAGR

-10.3%

Employees

4

Assets Under Management

Total AUM$186M

Discretionary AUM$160M

Non-Discretionary AUM$26M

Discretionary %86%

Total Clients—

Team

Total Employees4

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record32

First FilingFeb 24, 2001

Latest FilingMar 29, 2016

🔒 Full AUM trend chart and 32 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WADE FINANCIAL GROUP INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.