RIA Intel›Advisers›Massachusetts›WADE MANAGEMENT LLC

WADE MANAGEMENT LLC

Advisory

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in MA

#1,359

of 1,590 advisers by AUM

Average account

$371K

across 49 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, RI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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JOHN L. BOYLE DBA LENNOX FINANCIAL

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