A complete list of active advisors currently associated with Wade Management LLC

Warmer can help you find a great advisor at Wade Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wade Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.