Wade Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Somerset MA
Advisors at this office
1
Most active in
Massachusetts · Rhode Island
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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