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Wade Financial Advisory, Inc Info

Wade Financial Advisory, Inc info

Wade Financial Advisory, Inc (SEC CIK 1802670) first filed with the SEC on 2020-02-11 (Form 13F-HR) and has filed 23 times since, including 22 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 2105 SOUTH BASCOM AVE, SUITE 110, CAMPBELL, CA, 95008.

  • Name: Value Wade Financial Advisory, Inc.
  • SEC CIK: Value 1802670.
  • State of organization: Value CA.
  • Business address: Value 2105 SOUTH BASCOM AVE, SUITE 110, CAMPBELL, CA, 95008.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameWade Financial Advisory, Inc
SEC CIK1802670
State of organizationCA
Business address2105 SOUTH BASCOM AVE, SUITE 110, CAMPBELL, CA, 95008
Mailing address2105 SOUTH BASCOM AVE, SUITE 110, CAMPBELL, CA, 95008
Phone4083697399
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2020-02-11 (Form 13F-HR)
Latest SEC filing2025-05-09 (Form 13F-HR)
Filings on EDGAR23
First Form 13F-HR2020-02-11 (quarter ended 2019-12-31)
Latest Form 13F-HR2025-05-09 (quarter ended 2025-03-31)
Form 13F-HR filings22

Filings by Form

FormFilingsLatest
13F-HR222025-05-09
N-PX12024-08-09

Filings by Year

YearFilingsForm 13F-HR
202522
202454
202344
202244
202144
202044

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