Stephen Wade
Wright Wealth · Atlanta, Georgia
Stephen Wade is a fee-only financial advisor at Wright Wealth in Atlanta, Georgia. Wright Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wright Wealth |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $188.5M across 839 accounts |
| SEC registration | Investment adviser representative in FL, GA, NC, TN · CRD 5919229 |
| Exams passed | Series 63 (2014) · Series 65 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
How Stephen's firm compares
- Wright Wealth's average account is about $225,000, from its Form ADV (assets managed divided by 839 accounts).
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Questions about Stephen
Is Stephen Wade a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Wright Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Wright Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Wade based?
Stephen Wade is based in Atlanta, Georgia.
Is Stephen Wade registered with the SEC?
Yes. Stephen Wade is registered as an investment adviser representative in FL, GA, NC and TN (CRD 5919229), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wright Wealth manage?
Wright Wealth reports $188.5M across 839 accounts in assets under management.
How do I contact Stephen Wade?
Contact details aren't on file yet. Search for Wright Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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