W
Wade Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,179,989
Total clients
49
16% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
49
Average account size
$371,020
About
Wade Management LLC provides ongoing investment supervisory services to individuals, high‑net‑worth individuals, and pension and profit‑sharing plans. The firm prepares a written Investment Policy Statement for each client and generally manages portfolios composed of mutual funds, equities, bonds, ETFs, REITs, and government securities on a discretionary basis.
The firm’s investment approach blends multiple methods of analysis — charting, fundamental, technical, and cyclical — and it employs both long‑term and short‑term trading. In addition to traditional allocations, Wade Management uses higher‑risk strategies such as short sales and options writing (including uncovered options), alongside fixed‑income and ETF positions.
Compared with many similarly sized independent advisors, the firm combines a small, solo practice with more active and leveraged trading techniques and explicit use of technical/charting and cyclical analysis. Wade Management requires clients to use its recommended custodians (Interactive Brokers and Charles Schwab) rather than allowing client‑directed broker selection, a practice that may affect trade execution and costs.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
$1 - $1,000,000: 0.84% Over $1,000,000+: 0.75%
Fee-only: 0.84% annually for assets $1 to $1,000,000; 0.75% annually for assets over $1,000,000
Main office location
Wade Management LLC
Somerset MA, United States
Number of offices
1
Most active in
Wade Management LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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