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WADE FINANCIAL ADVISORY, INC.

Public Limited Company Active

in

Registration No.
1521709
Incorporation Date
1992-01-06
Company Type
Public Limited Company
Address
CAMPBELL, United States
Website
www.wadefa.com/
Source: California Secretary of State — bizfile Online

WADE FINANCIAL ADVISORY, INC. is a Public Limited Company registered in United States under 1521709, and its current status with California Secretary of State — bizfile Online is active. The company was incorporated on 6 January 1992 and lists its registered address as CAMPBELL, United States. No shareholders are recorded for WADE FINANCIAL ADVISORY, INC.; ownership in this jurisdiction is held as the stock ledger under state corporate law (e.g. §219 of the Delaware General Corporation Law), a record kept privately rather than filed publicly. No beneficial owner (UBO) data is recorded for WADE FINANCIAL ADVISORY, INC.; access to beneficial-ownership data in this jurisdiction is governed by its own register rules. This profile is sourced directly from California Secretary of State — bizfile Online and was last updated on 22 October 2026.

Data Provenance
This record is sourced directly from official government registries, including California Secretary of State — bizfile Online.

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Officers

5

The Chief Executive Officer of WADE FINANCIAL ADVISORY, INC. currently on record is Rodney Wade; five officers are currently on record for WADE FINANCIAL ADVISORY, INC., filed with California Secretary of State — bizfile Online.

The register reports 7 officers in total, including past appointments, though only the 5 most relevant records are shown here.

The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.

RW
Rodney Wade ACTIVE

Residence
🇺🇸 United States
Occupation
Chief Executive Officer

RW
RODNEY WADE ACTIVE

Residence
🇺🇸 United States
Occupation
President

RW
Rodney Wade ACTIVE

Residence
🇺🇸 United States
Occupation
Chief Financial Officer

RW
Rodney Wade ACTIVE

Residence
🇺🇸 United States
Occupation
Agent

RW
Rodney Wade ACTIVE

Residence
🇺🇸 United States
Occupation
Secretary

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Group Structure

WADE FINANCIAL ADVISORY, INC. sits 1 level below its ultimate parent, Modern Wealth Management, LLC, registered in United States. The full chain up to Modern Wealth Management, LLC is derived by walking shareholder filings across jurisdictions; no link in it is independently corroborated by WADE FINANCIAL ADVISORY, INC.'s own shareholder record.

Ultimate HQ
Modern Wealth Management, LLC
United States

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Frequently Asked Questions

Who is WADE FINANCIAL ADVISORY, INC.'s UBO (Ultimate Beneficial Owner)?

No Ultimate Beneficial Owner (UBO) data is recorded for WADE FINANCIAL ADVISORY, INC.; access to beneficial-ownership data in this jurisdiction is governed by its own register rules.

What is WADE FINANCIAL ADVISORY, INC.'s company registration number?

WADE FINANCIAL ADVISORY, INC.'s registration number is 1521709, filed with California Secretary of State — bizfile Online in United States. Its current status on the register is active.

Is WADE FINANCIAL ADVISORY, INC. still an active company?

WADE FINANCIAL ADVISORY, INC.'s status on California Secretary of State — bizfile Online is listed as active.

When was WADE FINANCIAL ADVISORY, INC. incorporated?

WADE FINANCIAL ADVISORY, INC. was incorporated on 6 January 1992, according to California Secretary of State — bizfile Online.

What is WADE FINANCIAL ADVISORY, INC.'s registered address?

The registered address on file for WADE FINANCIAL ADVISORY, INC. is CAMPBELL, United States.

What legal structure is WADE FINANCIAL ADVISORY, INC. registered as?

WADE FINANCIAL ADVISORY, INC. is registered as a Public Limited Company in United States.

Who are the officers/directors of WADE FINANCIAL ADVISORY, INC.?

The Chief Executive Officer of WADE FINANCIAL ADVISORY, INC. currently on record is Rodney Wade; five officers are currently on record for WADE FINANCIAL ADVISORY, INC., filed with California Secretary of State — bizfile Online.

Does WADE FINANCIAL ADVISORY, INC. have a parent company or subsidiaries?

WADE FINANCIAL ADVISORY, INC. sits 1 level below its ultimate parent, Modern Wealth Management, LLC, registered in United States.

Can Zavia monitor changes to WADE FINANCIAL ADVISORY, INC.'s ownership over time?

This profile reflects a point-in-time snapshot from California Secretary of State — bizfile Online. Zavia's monitoring API can track changes to WADE FINANCIAL ADVISORY, INC.'s registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.

Can I access WADE FINANCIAL ADVISORY, INC.'s data through an API?

Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like WADE FINANCIAL ADVISORY, INC.'s registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.

Where does this company information come from, and how current is it?

This record is sourced directly from California Secretary of State — bizfile Online and was last synced on 22 October 2026.

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