Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade William Slome is a financial advisor with Sidoxia Capital Management, LLC. Wade has been a registered investment advisor since 2008. Wade is a Certified Financial Planner™ and a Chartered Financial Analyst. Wade's primary focus is working with high-net-worth individuals and charitable organizations. Wade also provides consulting services to other investment advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Sidoxia Capital Management, LLC (NEWPORT BEACH CA)
MA
12/23/1994 - 07/23/1996
WILLIAM O'NEIL & COMPANY, INCORPORATED (BOSTON MA)
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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