AW
CFP
AW
CFP

Adam L Wade

19 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
467 advisors
Number of Clients
29,614 clients
Average Client Portfolio
$243K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Charged separately
Minimum Annual Fee:$280
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Location

4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL, 33634

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam owns Integrated Financial Wellness, LLC, offering investment services, financial planning, and insurance products, dedicating about a quarter of his time. He also manages Wade Property Enterprise, LLC, a commercial condo property, spending minimal time, and holds a board position as Vice President at Trestle Office Condominiums, requiring no time during trading hours.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Nova Financial Services
February 2017 - April 2022 · 5 yrs 2 mos
Western Wealth Management LLC
June 2016 - February 2017 · 8 mos
Western Wealth Management LLC
June 2014 - June 2016 · 2 yrs
LPL Financial LLCBroker
May 2014 - February 2017 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - June 2014 · 3 yrs
Edward Jones
June 2007 - June 2011 · 4 yrs
Edward JonesBroker
June 2006 - June 2011 · 5 yrs
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.