Wade Financial Advisory

Wade Financial Advisory, based in the US, offers expert financial advisory services, focusing on wealth management and financial planning for individuals and families looking to achieve their financial objectives. Wade Financial Advisory provides financial advisory services with a focus on wealth and investment management. Founded in 1992, the firm is headquartered in Campbell, US. It has successfully completed one deal, with the most recent deal occurring on June 1, 2025.

The firm was acquired by Modern Wealth Management, LLC, a portfolio company of Crestview Partners, enhancing its business development strategy. Wade Financial Advisory specializes in comprehensive wealth management services, delivering a suite of financial solutions tailored to meet the diverse needs of high-net-worth individuals and families. Their core offerings encompass investment management, tax planning, estate planning, retirement planning, and insurance services, all designed to help clients navigate complex financial landscapes while managing risk effectively. The firm emphasizes personalized relationships and tailored strategies that reflect each client's unique circumstances, primarily serving clients in the Silicon Valley region while also catering to a broader geographical market across the United States.

Wade Financial Advisory generates revenue primarily through advisory fees for its comprehensive wealth management services, utilizing a transaction structure that includes management fees based on a percentage of assets under management (AUM). This structure incentivizes the firm to grow clients' investments over time. Revenue also stems from specialized services such as tax planning and estate planning, billed separately based on complexity and scope, underscoring a commitment to delivering value and fostering long-term client relationships. In 2025, Wade Financial Advisory was acquired by Modern Wealth Management, LLC, which allows for enhanced business development opportunities.

The acquisition is expected to support plans for expansion into new markets and geographic regions, although specific targets have yet to be disclosed. The rationale behind the acquisition emphasizes the intent to leverage resources and expertise for future growth initiatives, positioning the firm to better serve its clients.