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Managing Member · W Advisors LLC

Robert B Wade

CRD 2321731 · Named on Form ADV at one SEC-registered adviser

At a glance

W Advisors LLC, an SEC-registered wealth manager based in Germantown, TN with $245 million in regulatory assets, lists Robert B Wade on its Form ADV as Managing Member, a control person.

Firms and roles

  • W Advisors LLCManaging MemberWealth manager · Germantown, TN · $245M in regulatory assets

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Angela CoxChief Compliance Officer, W Advisors LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.