WB
WB

Wade Barts

18 Years of Experience
Charlotte, NC
Broker

Wade Barts is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

550 S Tryon St 44th Fl, [N1/N9-Rbo], Charlotte, NC, 28202

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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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2025 - Present · 8 mos
Wells Fargo Advisors Financial Network, LLC
September 2025 - Present · 8 mos
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Wells Fargo Clearing Services, LLCBroker
November 2016 - Present · 9 yrs 6 mos
Wells Fargo Clearing Services, LLC
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
First Clearing, LLCBroker
January 2015 - November 2016 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
June 2009 - February 2015 · 5 yrs 8 mos
Metlife Securities INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
State Registrations2 states
NCSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.