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Wade Investments, LLC (Minneapolis)


Wade Investments, LLC is a pension cosultant based in Minneapolis. It manages $8.09 million of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Illinois, Minnesota, Ohio, and Wisconsin.

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Wade Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wade Investments: assets under management

The assets under management (AUM) of Wade Investments, LLC is $8.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 419% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $8.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $110.84 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wade Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minneapolis

The principal office where Wade Investments, LLC performs its advisory services is located at 5500 Wayzata Blvd, Minneapolis, MN 55416, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 763-746-2883 or by fax 763-545-7401. The normal business hours are 9:00am-5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.retire-smart.com.


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