WC
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Wade Clouse

19 Years of Experience
Broker

Wade Clouse is a registered investment advisor at Smith Capital Investors, LLC, based in Denver, CO, with 19 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 6 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$13.1B
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Location

1555 Blake Street, Suite 250, Denver, CO, 80202-1866

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Wade works full-time in operations and compliance for Smith Capital Investors, an RIA, since 2021. He also owns rental property, dedicating minimal time to managing it.

Employment History
Current Registrations
Smith Capital Investors, LLC
March 2022 - Present · 4 yrs 1 mo
Alps Distributors, INC.Broker
November 2021 - Present · 4 yrs 5 mos
Previous Registrations
Alps Distributors, INC.Broker
May 2005 - July 2017 · 12 yrs 2 mos
Alps Distributors, INC.Broker
February 2001 - June 2003 · 2 yrs 4 mos
Janus Distributors, INC.Broker
July 1999 - November 1999 · 4 mos
State Registrations2 states
CACO
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.